Global Advisors, LLC
Firm details
- Headquarters
- San Jose, California
- CRD number
- 327425
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Global Advisors, LLC is a privately held limited liability company owned by an individual. The firm combines advisory services with brokerage and other financial product sales: its business activities include real estate brokerage, insurance brokerage, accounting work and distribution of other financial products. Advisory offerings listed by the firm cover financial planning, portfolio management for individuals and small businesses, pension consulting services, publication of periodicals/newsletters and delivery of educational seminars and workshops. Compensation is reported to include percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify itself as an active ESG investor, does not operate as a multi-state adviser and is not flagged as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Ravdeep Bhasin
Financial AdvisorCRD 7407441
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 15437 Stratford Dr
- Time zone
- PT (UTC-8)
- Office locations
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