Investment adviser · CRD 139101
GLOBAL WEALTH ADVISORS LLC
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Jun 29, 2012
- Regulatory AUM
- $42.9M Form ADV · Item 5.F
- Client accounts
- 197 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jun 29, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 EAST BIG BEAVER ROADTROY, MI, 48083-1208, United States
CRD 139101
Filing source
Form ADV 657371 · Jun 29, 2012 · 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.