G
$441.1K Total AUM
$122.7K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2021
- Office Locations
- 1
Office Locations
6700 Fallbrook Ave. West Hills CA
About Global Investment Capital LLC
Global Investment Capital LLC is a West Hills-based RIA. The firm has been operating for 4 years. Managing $441.1K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$441.1K AVG AUM / ADVISOR
$22.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Avneet Kaur
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5137030
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,693 | -- |
| Non-Discretionary | $318,439 | -- |
| Total | $441,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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