OPTIFOLIO

GLOBAL LEVERAGE AND INVESTMENTS, INC.

CRD 115110

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$19.9M

Discretionary AUM

$19.9M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; SERVICE FEE WHEN APPLICABLE WITH FIXED FEES

Org form

Corporation

Filing date

2026-06-04

Disciplinary history

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Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	9	$3.3M
High net worth individuals	6	$16.6M

All web addresses on file

HTTP://WWW.GLNI.COM/OPTIFOLI.HTM

Official SEC filing: View on IAPD