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
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Global Vantage Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Francisco Maldonado, financial advisor Encinitas CA
Francisco X. Maldonado
CRD#: 4968030
Encinitas, CA

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, financial advisor Encinitas CA
Pablo C. Palomino
CRD#: 5189647
Encinitas, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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