Global View Capital Management LLC
Firm details
- Headquarters
- Waukesha, Wisconsin
- CRD number
- 158292
- Registered since
- December 8, 2011
- Website
- gvcmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.03%
- HNWI29.89%
- Corporations / Businesses1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Global View Capital Management LLC is an independent SEC-registered investment adviser organized as an LLC and operating since 2011. The firm serves a mix of individual/family and institutional clients and functions as a capital allocator that also selects outside managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.
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 Equities72%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Private Funds5%
Owners & executives
3 of 11Debra Selle
Chief Operations OfficerCRD 3018789
Anatole Kamentz
Independent ContractorCRD 1855277
Michael Pigassou
Independent ContractorCRD 5648230
Contacts
3 of 91
Dina Fliss
Founder and PresidentCRD 1358397
Terry Hastings
Investment Adviser RepresentativeCRD 6036234
Arnoldo Garza
Associate DirectorCRD 4595111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 162Active vs passive
$439M in ETFs
61%
$269M
8%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $69.3M | 1,377,489 | 15.81% |
Location
Waukesha, WI
Waukesha
Location
Waukesha, WI
Headquartered in Waukesha, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- N14 W23833 Stone Ridge Dr
- Time zone
- CT (UTC-6)
- Office locations
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