Global Financial Private Client, FL — Investment Adviser | BuildTrust

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GLOBAL FINANCIAL PRIVATE CLIENT

Investment AdviceSARASOTA, FL

Assets Under Management

$666.9M

Total AUM

Donut chart: Discretionary 529.7M, Non-Discretionary 137.2M
Category	Value
Discretionary	529.7M
Non-Discretionary	137.2M

Adviser Information

Field	Value
CRD Number	290006
SEC Number	801-112204
Street Address	6000 CATTLERIDGE DRIVE
Street Address 2	SUITE 200
Location	SARASOTA, FL 34232
Country	United States
Phone	941-441-1624
Total Employees	6

Client Count by Type (141 Total)

Horizontal bar chart: High Net Worth Individual… 90, Individuals (other than H… 51
Category	Value
High Net Worth Individual…	90
Individuals (other than H…	51