Global Advisors, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ravdeep Bhasin

    Ravdeep Bhasin

    Financial AdvisorCRD 7407441

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth