Globalt Investments
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 328039
- Registered since
- November 6, 2023
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI51.55%
- Individuals23.88%
- Corporations / Businesses7.91%
- State / Municipal Government7.6%
- Charitable Organizations6.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Globalt Investments is an independent, LLC-structured registered investment adviser that began its SEC registration in 2023. The firm provides portfolio management to both individual and family clients as well as business and institutional investors. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures, reflecting a mix of traditional asset-based and bespoke pricing. Investment activity emphasizes publicly traded equities and ETFs, and the firm identifies as an active ESG investor, indicating environmental, social, or governance criteria are part of its selection process. Advisory services are focused on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Ownership is listed as individual, suggesting founder- or principal-owned leadership rather than a corporate parent.
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 Equities91%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$3B in ETFs
94%
$2.8B
0%
$191M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $447M | 3,567,446 | 14.73% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3200 Windy Hill Rd Se
- Time zone
- ET (UTC-5)
- Office locations
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