GLOBAL FINANCIAL PRIVATE CLIENT, LLC
Legal name: GLOBAL FINANCIAL PRIVATE CLIENT
CRD #290006 SEC #801-112204 SARASOTA, FL 941-441-1624
SEC Registered
Total AUM
$666.9M
Discretionary
$529.7M
Employees
6
Clients
11
Accounts
954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $666.9M | $529.7M | $137.2M | 6 | 0 |
| Sep 2025 | $666.9M | $529.7M | $137.2M | 6 | 0 |
| Sep 2025 | $666.9M | $529.7M | $137.2M | 6 | 0 |
| Mar 2025 | $666.9M | $529.7M | $137.2M | 6 | 0 |
| Mar 2025 | $666.9M | $529.7M | $137.2M | 6 | 0 |
| Oct 2024 | $515.7M | $419.6M | $96.1M | 6 | 0 |
| Mar 2024 | $515.7M | $419.6M | $96.1M | 6 | 0 |
| Mar 2024 | $515.7M | $419.6M | $96.1M | 6 | 0 |
| Mar 2023 | $419.2M | $338.9M | $80.4M | 6 | 0 |
| Mar 2023 | $419.2M | $338.9M | $80.4M | 6 | 0 |
| Oct 2022 | $403.3M | $368.8M | $34.6M | 5 | 0 |
| Jul 2022 | $403.3M | $368.8M | $34.6M | 5 | 0 |
| Jul 2022 | $403.3M | $368.8M | $34.6M | 5 | 0 |
| Apr 2022 | $403.3M | $368.8M | $34.6M | 5 | 0 |
| Mar 2022 | $403.3M | $368.8M | $34.6M | 5 | 0 |
| Nov 2021 | $364.3M | $347.5M | $16.7M | 5 | 0 |
| Apr 2021 | $364.3M | $347.5M | $16.7M | 5 | 0 |
| Feb 2021 | $266.3M | $250.4M | $15.9M | 5 | 0 |
| Feb 2021 | $266.3M | $250.4M | $15.9M | 5 | 0 |
| May 2020 | $237.4M | $223.8M | $13.6M | 4 | 0 |
| May 2020 | $237.4M | $223.8M | $13.6M | 4 | 0 |
| Feb 2020 | $237.4M | $223.8M | $13.6M | 4 | 0 |
| Apr 2019 | $218.9M | $214.5M | $4.5M | 4 | 0 |
| Mar 2019 | $218.9M | $214.5M | $4.5M | 4 | 0 |
| Nov 2018 | $203.2M | $200.7M | $2.5M | 4 | 0 |
| Nov 2018 | $203.2M | $200.7M | $2.5M | 4 | 0 |
| Apr 2018 | $203.2M | $200.7M | $2.5M | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$666.9M
Discretionary$529.7M
Non-Disc.$137.2M
Employees6
Clients0
DateSep 2025
Total AUM$666.9M
Discretionary$529.7M
Non-Disc.$137.2M
Employees6
Clients0
DateSep 2025
Total AUM$666.9M
Discretionary$529.7M
Non-Disc.$137.2M
Employees6
Clients0
DateMar 2025
Total AUM$666.9M
Discretionary$529.7M
Non-Disc.$137.2M
Employees6
Clients0
DateMar 2025
Total AUM$666.9M
Discretionary$529.7M
Non-Disc.$137.2M
Employees6
Clients0
DateOct 2024
Total AUM$515.7M
Discretionary$419.6M
Non-Disc.$96.1M
Employees6
Clients0
DateMar 2024
Total AUM$515.7M
Discretionary$419.6M
Non-Disc.$96.1M
Employees6
Clients0
DateMar 2024
Total AUM$515.7M
Discretionary$419.6M
Non-Disc.$96.1M
Employees6
Clients0
DateMar 2023
Total AUM$419.2M
Discretionary$338.9M
Non-Disc.$80.4M
Employees6
Clients0
DateMar 2023
Total AUM$419.2M
Discretionary$338.9M
Non-Disc.$80.4M
Employees6
Clients0
DateOct 2022
Total AUM$403.3M
Discretionary$368.8M
Non-Disc.$34.6M
Employees5
Clients0
DateJul 2022
Total AUM$403.3M
Discretionary$368.8M
Non-Disc.$34.6M
Employees5
Clients0
DateJul 2022
Total AUM$403.3M
Discretionary$368.8M
Non-Disc.$34.6M
Employees5
Clients0
DateApr 2022
Total AUM$403.3M
Discretionary$368.8M
Non-Disc.$34.6M
Employees5
Clients0
DateMar 2022
Total AUM$403.3M
Discretionary$368.8M
Non-Disc.$34.6M
Employees5
Clients0
DateNov 2021
Total AUM$364.3M
Discretionary$347.5M
Non-Disc.$16.7M
Employees5
Clients0
DateApr 2021
Total AUM$364.3M
Discretionary$347.5M
Non-Disc.$16.7M
Employees5
Clients0
DateFeb 2021
Total AUM$266.3M
Discretionary$250.4M
Non-Disc.$15.9M
Employees5
Clients0
DateFeb 2021
Total AUM$266.3M
Discretionary$250.4M
Non-Disc.$15.9M
Employees5
Clients0
DateMay 2020
Total AUM$237.4M
Discretionary$223.8M
Non-Disc.$13.6M
Employees4
Clients0
DateMay 2020
Total AUM$237.4M
Discretionary$223.8M
Non-Disc.$13.6M
Employees4
Clients0
DateFeb 2020
Total AUM$237.4M
Discretionary$223.8M
Non-Disc.$13.6M
Employees4
Clients0
DateApr 2019
Total AUM$218.9M
Discretionary$214.5M
Non-Disc.$4.5M
Employees4
Clients0
DateMar 2019
Total AUM$218.9M
Discretionary$214.5M
Non-Disc.$4.5M
Employees4
Clients0
DateNov 2018
Total AUM$203.2M
Discretionary$200.7M
Non-Disc.$2.5M
Employees4
Clients0
DateNov 2018
Total AUM$203.2M
Discretionary$200.7M
Non-Disc.$2.5M
Employees4
Clients0
DateApr 2018
Total AUM$203.2M
Discretionary$200.7M
Non-Disc.$2.5M
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0