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GLOBAL WEALTH MANAGEMENT, L.C.
Tel: -3631
625 Se 10th Street Building 3
Deerfield Beach, Florida 33441
GLOBAL WEALTH MANAGEMENT, L.C.
GLOBAL WEALTH MANAGEMENT, L.C. is a Deerfield Beach, Florida based financial advisory firm with nearly $124,557,166 in assets under management and provides investment advisory services for 34 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Other (PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS)
Fee Structure:
A percentage of AUM
Firm CRD#:
150743
SEC#:
801-77847
No. of Clients:
34
Assets under Management
$124,557,166
No. of Advisors:
3
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