Global Wealth Management, L.c.
Global Wealth Management, L.c. (CRD# 150743) is a financial advisory firm headquartered in Zürich, . They manage $124,557,166 in 34 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Global Wealth Management, L.c.
By the Numbers
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Total Assets Under Management125MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$3,663,446
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, TX
Financial Advisors at Global Wealth Management, L.c.
1
Thomas Heierli (CRD# 2694377) is an Investment Advisor Representative working at Global Wealth Management, L.c. in St. Gallen, and has over 14 years of experience in the finance industry.
2
Olaf Herr (CRD# 7818262) is an Investment Advisor Representative working at Global Wealth Management, L.c. in Zürich, and has 1 year of experience in the finance industry.
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