CRD: 304372
Global Vision Financial Services
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · Merrill Lynch · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
About Global Vision Financial Services
Global Vision Advisors (Global Vision Financial Services) is an independent Sarasota, FL RIA serving families, individuals, and business owners with financial planning and ongoing wealth management. The team emphasizes a discovery-based process to clarify goals and build an action plan spanning debt, investments, retirement, and tax considerations. Not tied to proprietary products; custody options include Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 41.9% is discretionary and 58.1% is non-discretionary.
The firm reports 1 advisory representatives and 74 clients, or 74 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOHN WILLIAM TYMPANICK
PRINCIPAL
- CRD
- #3119767
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,111,248 | -- |
| Non-Discretionary | $47,384,691 | -- |
| Total | $81,495,939 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Global Vision Financial Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.