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Global View Capital Management Ltd

EST. AUM
$775,151,544

CONTACTS
3

CLIENT ACCOUNTS
8,863

Firm Details

Metro area Milwaukee
CRD Number 158292
Website gvcmanagement.com
Client types

Overview

Global View Capital Management is a Waukesha, Wisconsin-based financial advisor firm. Its investment advisory representatives (IARs) oversee hundreds of millions in assets under management (AUM). The firm works primarily with individual clients, though a handful of its accounts belong to institutions. Services offered by the firm include several different investment management programs, sub-advisory services, program sponsor services and financial planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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