Am Global Wealth Management, LLC is a large advisory firm based in West Palm Beach. It manages $102.48 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.
Am Global Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Am Global Wealth Management, LLC is $102.48 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Am Global Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Am Global Wealth Management, LLC is owned by Gina Mehalko. Llc Am Global Holdings joined the executive team most recently as the Owner.
The principal office where Am Global Wealth Management, LLC performs its advisory services is located at 319 Clematis Street, West Palm Beach, FL 33401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-249-6826 or by fax 561-249-6990. The normal business hours are 8:30am- 5:00pm on Monday - Friday. You can find more information about the New York firm at www.amglobalwealth.com.