Global View Capital Management
43yrs
Top advisor by experience at Global View Capital Management
About the firm
A registered investment advisory firm based in Waukesha, Wisconsin, with about 5 offices. It manages about $775 million for roughly 3,786 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$202,520
Assets under management ?$775 million
Individual clients3,786
Median years of experience18
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Advisors at Global View Capital Management
101Advisors
18Median years of experience
16States with offices
5Offices
Also known as
Global Capital Management, LTD · Southwest Financial Advisory Group · Oak and Shield Wealth Management, LLC · Harbor Point Financial Services Dfw, LLC · Global View Capital Management, LTD
About Global View Capital Management
How do I contact Global View Capital Management?
Call the main office at 262-650-1030. The main office is at N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188.
How is Global View Capital Management paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Global View Capital Management offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers, Other services.
How many advisors work at Global View Capital Management?
We list 101 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.