Global Wealth Management Investment Advisory

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Global Wealth Management Investment Advisory — overview

Assets Under Management

Type

Wealth Manager

Location

Fort Lauderdale, FL, US

Alternative Asset Classes

-

About

Global Wealth Management Investment Advisory is a US-based wealth manager and registered investment advisor. The firm provides investment advisory services to its clients on discretionary basis. The services it offers include asset management, financial planning, investment planning, retirement planning, risk management, estate planning, insurance planning, education planning, asset allocation, cash flow analysis & budgeting, and portfolio management. The wealth manager advises individuals and high-net-worth individuals, charitable organizations, corporations, and other businesses.

Global Wealth Management Investment Advisory - known decision makers (26)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Compliance OfficerFort Lauderdale, USGEN
Chief Financial OfficerFort Lauderdale, USGEN
Chief Financial Officer, Chief Executive OfficerFort Lauderdale, USGEN
Chief Investment Officer, Wealth ManagerFort Lauderdale, USGEN
Chief Client OfficerFort Lauderdale, USGEN

Showing 5 of 26 known decision makers Global Wealth Management Investment Advisory

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.