Globalview Capital, LLC

Globalview Capital, LLC (CRD# 128533) is a financial advisory firm headquartered in , . They manage $2,255,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $322,143
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Globalview Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert A. Cohen
CRD#: 5219749
Darien, CT
93
Wealthminder
score

Robert Cohen (CRD# 5219749) is an Investment Advisor Representative working at Globalview Capital, LLC in Darien, CT and has over 9 years of experience in the finance industry.

2
Cornelia E. Forbes
CRD#: 5332326
Darien, CT
93
Wealthminder
score

Cornelia Forbes (CRD# 5332326) is an Investment Advisor Representative working at Globalview Capital, LLC in Darien, CT and has over 8 years of experience in the finance industry.

3
David S. Orner
CRD#: 2943049
Darien, CT
93
Wealthminder
score

David Orner (CRD# 2943049) is an Investment Advisor Representative working at Globalview Capital, LLC in Darien, CT and has over 17 years of experience in the finance industry.

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