Global Strategic Management is an investment advisor in Dorado with $125.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521729253
SEC advisor number
801-39145
FINRA CRD number
105985
AUM ?
$125.00 mm
(as of 4 Nov 22)
Accounts
257
(as of 4 Nov 22)
Employees
2
(1 investment advisory or research)
Address
Global Strategic Management
PO BOX 9024106
SAN JUAN
PR 00902-4106
PO BOX 9024106
SAN JUAN
PR 00902-4106
Office hours
Monday - Friday, 10 A.M. TO 4 P.M.
Phone
410-224-2037
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Day, Adrian, Vincent | Chairman, President, Treasurer | 04/1991 | > 75% |
Michael Quain, Acting As Principal In Quain Compliance Consulting, LLC | Chief Compliance Officer | 04/2014 | < 5% |
Anderes, Karen, Renee | Secretary | 08/2020 | < 5% |
Day, Emily, Victoria | Assistant Secretary | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
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