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Global Financial Private Capital, LLC

Global Financial Private Capital, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $5.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 67K
      Accounts
    • $88.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

308

name start date
John P. Duncan
May 2010
John Robert Deitrick
February 2010
Paul James O'Grady
May 2010
Richard James Giannotti
April 2015
James Eric Jeansonne
March 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Aviance Capital Management, LLC IAR $3,579,437,999
    G.F. Investment Services, LLC Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Geoffrey Allen Frazier Member June, 2004 50% to 75%
      Michael John Dixon Member June, 2004 50% to 75%
      Christian Cameron Bertelsen Chief Investment Officer November, 2011 less than 5%
      Teresa A Koncick Chief Compliance Officer And General Counsel June, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees