Global Financial Private Client, LLC
Global Financial Private Client, LLC (GFPC) is an SEC-registered investment adviser based in Sarasota, Florida, founded in 2017. The firm offers comprehensive wealth management, asset protection, tax mitigation, family office services, and financial planning for high net worth individuals and families. GFPC employs 6 professionals specializing in investment consulting, advanced planning, and personalized relationship management, dedicating its services to both traditional individuals and affluent clients seeking family office-level support.
Investment Strategy
Global Financial Private Client takes a holistic approach to investment management, integrating investment consulting with advanced planning and personal relationship management. The firm focuses on wealth and asset management for high net worth individuals and families, emphasizing tax mitigation, asset protection, cash flow analysis, lending solutions, and risk management. GFPC helps clients structure and design future asset disposition, family legacy planning, and philanthropic endeavors, aiming to provide customized family office services. The majority of client assets are managed discretionarily, reflecting a personalized strategy tailored to individual goals and needs.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 5.27% | $14.8M | 22,202 | $427.01 | $666.18 | +$2.7M |
A AAPL | APPLE INC | 4.63% | $13.0M | 51,000 | $114.07 | $254.63 | -$510.7K |
V VOO | VANGUARD INDEX FDS | 3.43% | $9.6M | 15,743 | $369.32 | $612.38 | +$1.2M |
M MSFT | MICROSOFT CORP | 2.95% | $8.3M | 15,983 | $211.47 | $517.95 | +$538.2K |
S SCHD | SCHWAB STRATEGIC TR | 1.94% | $5.4M | 199,498 | $21.29 | $27.30 | -$2.2M |