Investment adviser · CRD 290006
GLOBAL FINANCIAL PRIVATE CLIENT
Investment adviser filing (IA)
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
SARASOTA, FL, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $828M Form ADV · Item 5.F
- Client accounts
- 1,028 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 95 | $782,141,603 | 94.4% |
| Retirement plans | Fewer than 5 | $26,036,451 | 3.1% |
| Individuals | 45 | $17,174,051 | 2.1% |
| Corporations & businesses | Fewer than 5 | $2,982,208 | 0.4% |
Filing source
Form ADV 2084411 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6000 CATTLERIDGE DRIVE, SUITE 200SARASOTA, FL, 34232, United States
CRD 290006
Filing source
Form ADV 2084411 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.