GLOBALT INVESTMENTS LLC
Legal name: GLOBALT INVESTMENTS
CRD #328039 SEC #801-129022 ATLANTA, GA 404-364-2188
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
18
Clients
0
Accounts
3,521
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.8B | $2.8B | $0 | 18 | 7 |
| Jul 2025 | $2.8B | $2.8B | $0 | 18 | 7 |
| Mar 2025 | $2.8B | $2.8B | $0 | 18 | 7 |
| Nov 2024 | $2.7B | $2.7B | $0 | 18 | 7 |
| Mar 2024 | $2.7B | $2.7B | $0 | 18 | 7 |
| Dec 2023 | $2.6B | $2.6B | $0 | 19 | 6 |
| Nov 2023 | $2.6B | $2.6B | $0 | 19 | 6 |
| Oct 2023 | $2.6B | $2.6B | $0 | 19 | 6 |
DateNov 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients7
DateJul 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients7
DateMar 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients7
DateNov 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees18
Clients7
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees18
Clients7
DateDec 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees19
Clients6
DateNov 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees19
Clients6
DateOct 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees19
Clients6