Docoh
Loading...

Global Wealth Management Investment Advisory

Global Wealth Management Investment Advisory is an investment advisor in Fort Lauderdale with $270.92M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820603224
SEC advisor number
801-71368
FINRA CRD number
153677
AUM ?
$285.71M (as of 18 May 21)
Accounts
388 (as of 18 May 21)
Employees
4 (4 investment advisory or research)
Address
Global Wealth Management Investment Advisory
2810 E OAKLAND PARK BLVD., STE 101
FORT LAUDERDALE
FL 33306
Phone
954-533-7144

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 484 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.99M 65.41K 72.11K -9.3
$9.87M 185.19K NEW
$9.54M 92.32K 82.52K +11.9
$8.68M 116.95K 104.89K +11.5
$8.29M 58.57K 59.11K -0.9
$8.14M 18.88K 17.3K +9.1
$8.01M 133.26K 142.99K -6.8
$7.71M 117.38K 139.17K -15.7
$7.41M 119.97K 116.38K +3.1
$7.04M 61.3K 52.39K +17.0
$6.55M 74.87K 64.74K +15.7
$6.1M 118.01K 102.21K +15.5
Vanguard Charlotte FDS
$6.03M 105.94K NEW
$5.37M 59.6K NEW
$5.11M 14.27K 12.74K +12.0
$5.09M 119.92K 115.36K +4.0
$5.03M 17.84K 18.45K -3.3
$5.01M 30.6K 28.89K +5.9
$4.57M 17.39K 15.55K +11.8
$4.52M 15.56K 15.79K -1.4
$4.14M 36.52K 38.75K -5.8
$4.08M 60.37K 65.19K -7.4
$4.03M 29.76K 29.71K +0.2
$3.77M 61.31K 51.29K +19.6
$3.75M 36.96K 30K +23.2
Vanguard Tax-managed Intl FD
$3.64M 72.03K 71.67K +0.5
$3.55M 32.46K 29.46K +10.2
$3.44M 63.75K 58.3K +9.3
$3.43M 67.39K 75.6K -10.9
$3.35M 47.72K 45.21K +5.6
$3.3M 57.3K 41.36K +38.5
$3.26M 9.94K 10.84K -8.4
$3.22M 119.33K 119.8K -0.4
$3.07M 49K 42.66K +14.9
$3.06M 28.73K 29.04K -1.1
$3.04M 14.65K 3.49K +320.5
BP PLC
$2.97M 108.77K 82.3K +32.2
$2.82M 34.08K NEW
$2.76M 32.56K 100 +32459.0
$2.74M 34.87K 32.21K +8.3
$2.66M 45.29K 40.33K +12.3
$2.6M 41.99K 40.18K +4.5
$2.53M 64.13K 52.62K +21.9
$2.51M 19.43K 11.22K +73.2
$2.5M 26.68K NEW
$2.49M 45.71K 43.97K +4.0
$2.46M 27.83K 29.68K -6.2
$2.42M 25.52K 25.07K +1.8
$2.35M 66.04K 86.21K -23.4
$2.34M 44.66K 43.25K +3.3
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings