GLOBAL FINANCIAL ASSET MANAGEMENT, LLC

GLOBAL FINANCIAL ASSET MANAGEMENT, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 127629). Regulatory assets under management: $72.4M.

Registration

• CRD: 127629
• SEC file number: 801-62284
• Type: Registered investment adviser
• Location: 2080 RINGLING BOULEVARD,, 1ST FLOOR, SARASOTA, FL, 34237
• Phone: 941-918-8266
• Latest filing: 2004-03-12
• Regulatory AUM: $72.4M
• Discretionary AUM: $22.6M
• Non-discretionary AUM: $49.8M
• Clients: 6
• Accounts: 555

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127629 on SEC IAPD (source of record)
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