Global Investment Capital LLC
Firm details
- Headquarters
- West Hills, California
- CRD number
- 316134
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals72.19%
- HNWI27.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Global Investment Capital LLC is an independent, individually owned registered investment adviser that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not self-identify as a capital allocator and is not registered as a multi-state adviser. The firm does not position itself as an active ESG investor. Industry relationships include accountants, insurance companies, pension consultants, and real estate brokers, which suggests it coordinates with other professionals when delivering planning and investment solutions.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Avneet Kaur
Co-FounderCRD 5137030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Hills, CA
Los Angeles
Location
West Hills, CA
Headquartered in West Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 6700 Fallbrook Ave
- Time zone
- PT (UTC-8)
- Office locations
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