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Globalt Investments

Headquartered in ATLANTA, GA

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Firm Information

Globalt Investments is an investment advisor headquartered in Atlanta, GA. They provide investment management services to individuals, corporations, charities, and retirement plans. Globalt manages approximately $2.66 billion in assets. They also offer model portfolio services and wrap fee program participation.

Globalt Investments

3200 WINDY HILL ROAD, SE

ATLANTA, GA 30339

$2.66B

Assets Under Management

7

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio provider

Model portfolio provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percent of model portfolio fee

Branch Locations (1)

GLOBALT INVESTMENTS has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at Globalt Investments

View All 12 Advisors
Unclaimed
William Gregory Leftwich

RA

ATLANTA, GA

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Unclaimed
Annette Michelle Marshall

RA

ATLANTA, GA

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Unclaimed
Jairus Keith Buchanan

CFA®, RA

ATLANTA, GA

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Unclaimed
James Gordon Kish

RA

ATLANTA, GA

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Unclaimed
Drake John Craig

CFA®, RA

ATLANTA, GA

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Unclaimed
William Henry Roach

RA

ATLANTA, GA

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Unclaimed
Gary Edward Fullam

CFA®, RA

ATLANTA, GA

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Unclaimed
Thomas Andrew Martin

CFA®, RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Globalt Investments.

Frequently Asked Questions (8)

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