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Michael James Krencicki

Global Wealth Advisors LLC

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About Michael James Krencicki

Michael Krencicki is a financial advisor with Global Wealth Advisors LLC, a firm based in Troy, MI. Michael has been with Global Wealth Advisors LLC since 2006. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6 securities license. Michael specializes in Financial Planning, Portfolio Management for Individuals and Publication of Periodicals.

Firm Information

Michael Krencicki is currently registered with Global Wealth Advisors LLC. Global Wealth Advisors LLC is an investment advisor with 1 licensed agent and 1 investment adviser representative. The firm manages approximately $83,013,195 in discretionary assets for 195 accounts, primarily serving high-net-worth individuals (30 clients), individuals other than high-net-worth (44 clients), corporations or other businesses, and charitable organizations. They offer financial planning, publication of periodicals, and portfolio management for individuals.

$83.01M

Assets Under Management

4

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Michael Krencicki’s Registration & Firm History

MI

01/27/2023 - Present

Global Wealth Advisors LLC (TROY MI)

TX

04/08/1993 - 03/23/1995

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 04/07/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Krencicki.
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