Global Financial Private Client
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 290006
- Registered since
- January 2, 2018
- Website
- www.mygfpc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.42%
- Pension & Profit Sharing Plans3.14%
- Individuals2.07%
- Corporations / Businesses0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Global Financial Private Client is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves individual and family clients and describes itself as a capital allocator that combines fee models (percentage of AUM, hourly, and fixed fees) to deliver financial planning and portfolio management. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of outside advisers. The firm does not profile itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds31%
- Exchange Traded Equities21%
- Cash & Cash Equivalents18%
- State & Local Bonds12%
- Non-Exchange Traded Equities10%
Owners & executives
1 of 1
Geoffrey Frazier
President and CEOCRD 1991946
Contacts
3 of 4Cynthia Shuford-Stover
Investment Adviser RepresentativeCRD 1021716
Brian Timm
Vice President, Wealth AdvisorCRD 6544776
Derek Hartman
Investment Adviser RepresentativeCRD 6081035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 180Active vs passive
$241M in ETFs
80%
$193M
12%
$47.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.1M | 24,304 | 7.54% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 6000 Cattleridge Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Walsh & Associates, LLC
RIASarasota, FL
Tactive Advisors, LLC
RIASarasota, FL
Investment Advisory Group LLC
RIASarasota, FL
Compound Family Offices, LLC
RIASarasota, FL
J. L. Bainbridge & Co, Inc.
RIASarasota, FL
White Oaks Investment Management, Inc
RIASarasota, FL