Investment adviser · CRD 106430
GLOBALT INC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Apr 1, 2013
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 1,159 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
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: Apr 1, 2013. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3280 PEACHTREE RD., NE, SUITE 500ATLANTA, GA, 30305, United States
CRD 106430
Filing source
Form ADV 725951 · Apr 1, 2013 · 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.