Global Vantage Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 284941
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.33%
- Individuals26.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Global Vantage Wealth Management is an independent, individually owned registered investment adviser focused on serving individuals and families. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not present itself as an active ESG investor, is not designated as a multi-state adviser, and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds20%
- US Government Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Francisco Maldonado
Investment AdvisorCRD 4968030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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