Globalt Investments
Globalt Investments (CRD# 328039) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,661,690,190 in 3,887 accounts and serve the financial needs of clients across 28 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,662MILLION
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Total Number of Accounts3,887ACCOUNTS
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Average Account Value$684,767
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, CO, FL, GA, HI, IL, IN, KY, LA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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