Globalt Investments

Globalt Investments (CRD# 168405) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,030,230,011 in 4,103 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,030
    MILLION
  • Total Number of Accounts
    4,103
    ACCOUNTS
  • Average Account Value
    $738,540
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY

Financial Advisors at Globalt Investments
Showing 11 - 13 of 13 top financial advisors.
11
Thomas A. Martin
CRD#: 1147384
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Thomas Martin (CRD# 1147384) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 39 years of experience in the finance industry.

12
William H. Roach
CRD#: 1422946
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

William Roach (CRD# 1422946) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 36 years of experience in the finance industry.

13
Kimberly D. Woody
CRD#: 6185447
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339

Kimberly Woody (CRD# 6185447) is an Investment Advisor Representative working at Globalt Investments in Atlanta, GA and has over 9 years of experience in the finance industry.

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