Global View Capital Management LLC

Global View Capital Management LLC (CRD# 158292) is a financial advisory firm headquartered in Waukesha, WI. They manage $593,801,273 in 6,508 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
https://gvcmanagement.com
By the Numbers
  • Total Assets Under Management
    594
    MILLION
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Global View Capital Management LLC
Showing 81 - 85 of 85 top financial advisors.
81
Jose Montalvo, financial advisor Waukesha WI
Jose Montalvo
CRD#: 6104825
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Jose Montalvo (CRD# 6104825) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 11 years of experience in the finance industry.

82
Ryan Peca, financial advisor Waukesha WI
Ryan J. Peca
CRD#: 7566239
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Ryan Peca (CRD# 7566239) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has 1 year of experience in the finance industry.

83
Timothy Schwister, financial advisor Waukesha WI
Timothy P. Schwister
CRD#: 6315494
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Timothy Schwister (CRD# 6315494) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 4 years of experience in the finance industry.

84
Mark Shininger, financial advisor Waukesha WI
Mark J. Shininger
CRD#: 7814093
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Mark Shininger (CRD# 7814093) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has 1 year of experience in the finance industry.

85
Jahleel Wilson, financial advisor Waukesha WI
Jahleel J. Wilson
CRD#: 7823486
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188

Jahleel Wilson (CRD# 7823486) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has 1 year of experience in the finance industry.

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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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