GLOBAL FINANCIAL GROUP ADVISORS LLC

GLOBAL FINANCIAL GROUP ADVISORS LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 166251). Regulatory assets under management: $739.4M.

Registration

• CRD: 166251
• SEC file number: 801-110584
• Type: Registered investment adviser
• Location: 3333 DEPOSIT DRIVE NE, SUITE 220, GRAND RAPIDS, MI, 49546
• Phone: 855-530-0500
• Latest filing: 2026-03-26
• Regulatory AUM: $739.4M
• Discretionary AUM: $175.2M
• Non-discretionary AUM: $564.2M
• Clients: 5
• Accounts: 783

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search