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GOI
GLOBAL OPPORTUNE INVESTMENTS LLC
CRD 319494 · SEC 801-135747
801 BRICKELL AVENUE, 8TH FLOOR, MIAMI, FL, 33131, United States
Phone
888-464-4742
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$111.3M
Discretionary AUM
$111.3M
Team
3 total employees; 2 advisory reps; 60 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.7M |
| High net worth individuals | 39 | $103.5M |
| Investment companies | 1 | $7K |
All web addresses on file
Official SEC filing: View on IAPD