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 organized as a limited liability company under individual ownership. The firm combines brokerage and advisory activity: it operates as a real estate broker and insurance broker, provides accounting services and sells other financial products, while also offering advisory services such as financial planning, portfolio management for individuals and small businesses, publication of periodicals/newsletters, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not identified as an active ESG investor and is not flagged as a multistate adviser; the snapshot lists pension consulting among its advisory activities but does not mark it as a designated pension consultant in the classification fields.
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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