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Global Wealth Management Revenue and Competitors

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Miami, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Global Wealth Management's estimated annual revenue is currently $5.7M per year.(i)
  • Global Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • Global Wealth Management has 34 Employees.(i)
  • Global Wealth Management grew their employee count by 10% last year.

Global Wealth Management's People

NameTitleEmail/Phone
1
Chief Client OfficerReveal Email/Phone
2
Chief Investment Officer, Wealth ManagerReveal Email/Phone
3
Chief Financial OfficerReveal Email/Phone
4
VP Client Services, Financial AdvisorReveal Email/Phone
5
VP HealthcareReveal Email/Phone
6
Client Service & Operations DirectorReveal Email/Phone
7
Director Global Wealth WomenReveal Email/Phone
8
Director Marketing OperationsReveal Email/Phone
9
Wealth ManagerReveal Email/Phone
10
Client Services ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M17-26%N/AN/A
#3
$43.2M187-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3592%N/AN/A
#6
$19.7M9429%N/AN/A
#7
$42.7M18522%N/AN/A
#8
$0.2M20%N/AN/A
#9
$6.7M408%N/AN/A
#10
$11.9M65-12%$75MN/A
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What Is Global Wealth Management?

Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal. Call 888-233-6165 to schedule your complimentary, no-obligation meeting today. At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise. Global Wealth Management provides industry experience in: -- Private Asset Management -- Retirement Income Planning -- Portfolio Management -- Asset Protection -- Income Tax Minimization -- Risk Management 2810 E. Oakland Park Blvd. | Suite 101 | Fort Lauderdale, Florida With convenient meeting locations throughout South Florida. Get to Know Us: Global Wealth Management co-founders, C. Grant Conness and A. Montgomery Costa have appeared on local affiliates of major television networks such as CBS, NBC, ABC, and FOX as industry leaders in the investment management business, and have been featured and quoted in major publications, such as The Wall Street Journal, USA Today, and Newsweek. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. MAS and GWM are not affiliated entities. For a list of states in which we are registered to do business, please visit http://www.askglobalwealth.com/

keywords:N/A

N/A

Total Funding

34

Number of Employees

$5.7M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.3M346%N/A
#2
$7.3M34-3%N/A
#3
$4.1M340%N/A
#4
$5.3M346%N/A
#5
$5.7M340%N/A