Global Wealth Allocation

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

100 Wall St Ste 804, New York City, New ...

Phone Number

(646) 462-3731

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Global Wealth Allocation

Global Wealth Allocation specializes in managing wealth-weighted investment portfolios, having pioneered the approach of re-weighting performance benchmarks based on company wealth metrics such as Book Value, Cash Flow, and Net Profit. Since its inception in 1998, the firm has focused on transforming savings into productive assets, aiming to align long-term strategies with total market wealth creation. Their comprehensive range of global portfolios is available to clients worldwide, catering to diverse investment needs. GWA's philosophy emphasizes the intrinsic value of companies, reflecting their commitment to long-term wealth management.Explore more
Global Wealth Allocation's Social MediaPopular SearchesGlobal Wealth Allocation LtdGlobal Wealth AllocationGlobal Wealth Allocation WhoGlobal Wealth AllocationhttpGlobal Wealth AllocationhttpsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Global Wealth Allocation

$7.3M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2007
CA
Carlos AsilisChief Information Officer
<$5M
1-10
Private
-
1984
SH
Stephen HolmesExecutive Vice President
<$5M
1-10
Private
-
2015
TV
Tim VanceVice President
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Global Wealth Allocation is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Global Wealth Allocation is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Global Wealth Allocation.

Global Wealth Allocation Tech Stack

A closer look at the technologies used by Global Wealth Allocation

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Frequently Asked Questions Regarding Global Wealth Allocation

What is Global Wealth Allocation's official website?
Global Wealth Allocation's official website is www.globalwealthallocation.com
What is Global Wealth Allocation's Revenue?
Global Wealth Allocation's revenue is $7.3 Million
What is Global Wealth Allocation's SIC code?
Global Wealth Allocation's SIC: 62,628
What is Global Wealth Allocation's NAICS code?
Global Wealth Allocation's NAICS: 52,523
How many employees does Global Wealth Allocation have?
Global Wealth Allocation has 1-10 employees
What industry does Global Wealth Allocation belong to?
Global Wealth Allocation is in the industry of: Finance, Securities Trading
What is Global Wealth Allocation competition?
Global Wealth Allocation top competitors include: Glovista Investments, Garrett Nagle, Benchmark Investment Advisors, Green Investment Management
What technology does Global Wealth Allocation use?
Some of the popular technologies that Global Wealth Allocation uses are: Squarespace Online Stores, Google Workspace, Gmail, OneStat.com
How do I contact Global Wealth Allocation?
Global Wealth Allocation contact info: Phone number: (646) 462-3731 Website: www.globalwealthallocation.com
What does Global Wealth Allocation do?

Global Wealth Allocation specializes in managing wealth-weighted investment portfolios, having pioneered the approach of re-weighting performance benchmarks based on company wealth metrics such as Book Value, Cash Flow, and Net Profit. Since its inception in 1998, the firm has focused on transforming savings into productive assets, aiming to align... long-term strategies with total market wealth creation. Their comprehensive range of global portfolios is available to clients worldwide, catering to diverse investment needs. GWA's philosophy emphasizes the intrinsic value of companies, reflecting their commitment to long-term wealth management.Read More

What are Global Wealth Allocation social media links?
Global Wealth Allocation Linkedin page
Is Global Wealth Allocation a public company?
Global Wealth Allocation is private company therefore does not currently have an official ticker symbol
See more information about Global Wealth Allocation

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