GLOBAL VIEW INVESTMENT ADVISORS, LLC
Adviser information for GLOBAL VIEW INVESTMENT ADVISORS, LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,468 | $419.6M |
| Non-Discretionary | 48 | $12.6M |
| Total | 1,516 | $432.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 442 | $101.6M |
| HNW Individuals | 171 | $330.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 650 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-68500 |
|---|---|
| SEC ERA File Number | 801-68500 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145499 |
| Legal Entity Identifier | None |
Principal Office
420 EAST PARK AVESUITE 303
GREENVILLE
SC
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 864-335-9211, Fax: 864-335-9691
Chief Compliance Officer
JONATHAN WILES
CHIEF COMPLIANCE OFFICER
420 EAST PARK AVE
SUITE 303
GREENVILLE
SC
United States
Tel:
864-272-0818
Fax:
864-335-9691
A***@****************M
(Full email address available in API data)
Regulatory Contact
JOE HINES
PARTNER
420 EAST PARK AVE
SUITE 303
GREENVILLE
SC
United States
Tel:
864-272-0818
J**@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HINES, JOE, EDWARD | Individual | – | PARTNER | 01/2010 | 50-75% |
| WILES, JONATHAN, A | Individual | – | PARTNER/ CHIEF COMPLIANCE OFFICER | 01/2010 | 50-75% |