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GLOBALINVEST FINANCIAL SERVICES, INC.

Advisory

CORAL GABLES, FL

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in FL
#1,968
of 2,610 advisers by AUM
Average account
$446K
across 49 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM
$22M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$15M
Non-Discretionary AUM$7M
Discretionary %68.7%
Total Clients49
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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