GLOBAL WEALTH STRATEGIES LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 127059). Regulatory assets under management: $147.0M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Richard Lindquist Holbrook | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOLBROOK RICHARD LINDQUIST | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |