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Global Financial Private Client

Company Profile

Company profile

Website

Incorporated

Fiscal year end

SEC CIK

IRS number

822706127

SEC advisor number

801-112204

FINRA CRD number

290006

AUM ?

$515.67 mm (as of 24 Oct 24)

Accounts

961 (as of 24 Oct 24)

Employees

6 (5 investment advisory or research)

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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