Global View Capital Management, Llc
Global View Capital Management, Ltd is a diversified financial services firm with business in investment advisory, business development, global asset management and insurance. Our platform offers global tactical asset allocation services that deliver institutional-quality strategies in one simple portfolio. We were founded by a group of passionate independent investment professionals dedicated to a fiduciary standard of care. We are an SEC Registered Investment Advisory firm with over 140 associates and employees headquartered in Waukesha, WI and Toronto, Canada. Our business model serves as the 21-century model of the future by partnering with the world’s best advisors, money managers and product partners to design, grow and protect the personal economies of families from all over the world.**PLEASE READ** Global View Capital Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis-information may be deleted
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Verified contacts
25
available on Kipplo
LinkedIn employees
28
51 to 200 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
36
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- AC
Alan Cohen
Associate Director · General Business & Management
EmailPhone - BF
Brian Franke
Associate Director · General Business & Management
EmailPhone - DK
Debbie Keaton
Associate Director · General Business & Management
EmailPhone - JG
James Gregg
Executive Director · General Business & Management
EmailPhone - SR
Stephen Roberts
Associate Director and Investement Advisor Representative · Finance & Accounting
EmailPhone - DM
David Morton
Portfolio Manager · Finance & Accounting
EmailPhone - MD
Michele Dallmann
Compliance Officer · Legal
EmailPhone - CM
Carolyn McClinton
Investment Advisor Representative · Finance & Accounting
EmailPhone - JB
John Benzie
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Global View Capital Management, Llc
15 distinct titles indexed · top 10 shown.
- 4associate director
- 4investment advisor representative
- 2financial advisor
- 2financial consultant
- 2registered investment advisor
- 1advisor
- 1associate director and investement advisor representative
- 1cio
- 1compliance officer
- 1executive director
- +5more titles
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