Global Vantage Wealth Management
Global Vantage Wealth Management (CRD# 284941) is a financial advisory firm headquartered in , . They manage $56,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Global Vantage Wealth Management
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$1,866,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Global Vantage Wealth Management
1
Francisco Maldonado (CRD# 4968030) is an Investment Advisor Representative working at Global Vantage Wealth Management in Encinitas, CA and has over 18 years of experience in the finance industry.
2
Pablo Palomino (CRD# 5189647) is an Investment Advisor Representative working at Global Vantage Wealth Management in Encinitas, CA and has 1 year of experience in the finance industry.
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