CRD: 154466
Globalinvest Financial Services, Inc.
$21.9M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Matrix atlasDelta
- Established Date
- 02-03-2011
- Office Locations
- 1
Office Locations
2525 Ponce DE Leon Blvd. Suite 300 Coral Gables FL
About Globalinvest Financial Services, Inc.
Globalinvest Financial Services is a Coral Gables, FL fiduciary RIA providing wealth management and retirement-focused planning for individuals and businesses, optimizing savings, tax efficiency, and income streams. Portfolios skew heavily to ETFs, complemented by investment-grade corporate and U.S. government bonds. Led by president Jorge Aroche and custodied with Interactive Brokers.
Team overview
-- AVG AGE
$21.9M AVG AUM / ADVISOR
$446.5K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Frontier
Client Personas
Zenith timber
Custodian
Prime glacier
Investment Themes
Glacier Oak legacy North wave
Platform
Pioneer quantum
Services
Legacy Element legacy Ridge legacy Beacon timber Beacon momentum Pathway prime
Technology
Prime ridge Pathway glacier
Owner & Executives
J
JORGE AROCHE
President, Registered Representative
- CRD
- #1516982
- Ownership
- 75% or more
(667) 343-7758
quantum.peak@radialcapital.com
in linkedin.com/in/eagle-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,036,055 | -- |
| Non-Discretionary | $6,841,366 | -- |
| Total | $21,877,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,877,421
Equity - Exchange:
13.5% Corporate - Investment Grade:
9.6% U.S. Government/Agency:
17.2% Cash:
20.6% Corporate - Non-Investment Grade:
11.7% Sovereign Bonds:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $863,201,864 | 13.5% |
| Corporate - Investment Grade | $613,832,437 | 9.6% |
| U.S. Government/Agency | $1,099,783,116 | 17.2% |
| Cash | $1,317,182,104 | 20.6% |
| Corporate - Non-Investment Grade | $748,108,282 | 11.7% |
| Sovereign Bonds | $1,751,980,079 | 27.4% |
| Total | $6,394,087,882 | 100.0% |