Wealth Manager
    SEC Registered
    Manages Private Funds

    Global View Investment Advisors, LLC

    Registered investment advisor · Greenville, South Carolina · CRD #145499

    Assets Under Management
    $554M
    Client Accounts
    1,656
    Employees
    8
    CRD Number
    145499
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Global View Investment Advisors, LLC

    Global View Investment Advisors, LLC is a fee-only, fiduciary financial advisory firm based in Greenville, South Carolina, dedicated to providing independent financial planning and retirement services. It focuses on offering clients the best investment options without product-driven conflicts of interest.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Global View Investment Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Global View Investment Advisors, LLC's AUM?

    Global View Investment Advisors, LLC reports approximately $554M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Global View Investment Advisors, LLC headquartered?

    Global View Investment Advisors, LLC is headquartered in Greenville, South Carolina.

    What is Global View Investment Advisors, LLC's CRD number?

    Global View Investment Advisors, LLC's CRD number is 145499. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Global View Investment Advisors, LLC manage?

    Global View Investment Advisors, LLC manages approximately 1,656 client accounts according to its latest SEC filing.

    Is Global View Investment Advisors, LLC SEC registered?

    Yes, Global View Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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