GLOBE FINANCIAL CORPORATION
Legal name: GLOBE WEALTH ADVISORS
CRD #148922 SEC #801-69840 DEERFIELD, IL 847-267-0100
SEC Registered Private Funds
Total AUM
$530M
Discretionary
$530M
Employees
1
Clients
--
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $530M | $530M | $0 | 1 | 26 |
| Mar 2012 | $530M | $530M | $0 | 1 | 26 |
| Mar 2011 | $508.9M | $508.9M | $0 | 5 | -- |
| Mar 2010 | $474.6M | $474.6M | $0 | 5 | -- |
| Apr 2009 | $481.8M | $481.8M | $0 | 5 | -- |
DateMay 2012
Total AUM$530M
Discretionary$530M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$530M
Discretionary$530M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$508.9M
Discretionary$508.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$474.6M
Discretionary$474.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$481.8M
Discretionary$481.8M
Non-Disc.$0
Employees5
Clients--