Be advised. This firm is no longer registered.

Globalt Investments

Globalt Investments (CRD# 168405) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,543,718,212 in 4,225 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
3400 Overton Park Drive, Suite 200, Atlanta, GA 30339
http://www.globalt.com
By the Numbers
  • Total Assets Under Management
    2,544
    MILLION
  • Total Number of Accounts
    4,225
    ACCOUNTS
  • Average Account Value
    $602,063
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
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
No Advisor Found.

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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