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Global Wealth Strategies LLC

● SEC registered since 2004CRD 127059SEC# 801-62751Palo Alto, CA
Export (members)
Reg. AUM
$160M
Employees
1
Accounts
35
Location
Palo Alto, CA

Global Wealth Strategies LLC assets under management

Global Wealth Strategies LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2004. It reports $160 million in regulatory assets under management and employs 1 people.
www.holbrookglobal.comView on SEC.gov ↗

Global Wealth Strategies LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Lindquist Holbrook ControlPresident, Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Global Wealth Strategies LLC manage?

Global Wealth Strategies LLC reports $160 million in regulatory assets under management on its Form ADV.

How many employees does Global Wealth Strategies LLC have?

Global Wealth Strategies LLC reports 1 employees.

Where is Global Wealth Strategies LLC located?

Global Wealth Strategies LLC is based in Palo Alto, CA and has been SEC-registered since 2004.

Does Global Wealth Strategies LLC disclose fund performance?

Global Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address635 Bryant Street, Palo Alto, CA 94301
Phone650-346-2630
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160M
Non-discretionary$0
Total (RAUM)$160M