Adviser Profile
| As of Date | 09/14/2022 |
| Registration status | Registration Changed to GLOBAL OPPORTUNE INVESTMENTS LLC |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 917 xxxxxxx |
| AUM* | 63,554,943 |
| of that, discretionary | 62,096,335 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 683,386 |
| % High Net Worth | 62.79% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
62M
53M
44M
35M
27M
18M
9M
2022
Private Funds
No private funds