Entrar Registro gratuito

Cfmv Global Wealth Advisors, LLC (Los Angeles)


Cfmv Global Wealth Advisors, LLC is a large advisory firm based in Los Angeles. It manages $144 million of regulatory assets for 557 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, and Texas.

Logo



Cfmv Global Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfmv Global Wealth Advisors: assets under management

The assets under management (AUM) of Cfmv Global Wealth Advisors, LLC is $144 million. The firm's AUM has grown by 198% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $139 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $714.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cfmv Global Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Cfmv Global Wealth Advisors, LLC performs its advisory services is located at 11111 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-622-1280 or by fax NONE. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at victuscapitalwealth.com.


Registered investment advisers similar to Cfmv Global Wealth Advisors, LLC