Insights

Boutique Focus Global View Investment Advisors specializes in personalized, fee-only wealth management with a focus on risk mitigation through Margin of Safety investing, appealing to high-net-worth clients seeking tailored financial solutions.

Range of Portfolios The firm offers diversified investment portfolios including retirement and long-term growth options, highlighting opportunities to tailor offerings to clients with varying risk tolerances and tax situations.

Tech-Driven Approach Utilizing modern technology such as React, HubSpot, and Cloudflare indicates a digitally savvy firm that values efficient client engagement and data security, opening avenues for advanced FinTech solutions and integrations.

Market Positioning With revenues between 10M and 25M and a small team, Global View is positioned as a specialized player in an industry dominated by much larger firms, presenting opportunities for high-touch, personalized service offerings.

Growth Potential Their focus on risk-conscious, high-performance portfolios for global clients combined with a clear technology stack suggests they are poised for growth through innovative investment strategies and enhanced client experience solutions.

Global View Investment Advisors, LLC Tech Stack

Global View Investment Advisors, LLC uses 8 technology products and services including TrackJS, Facebook Pixel, Cloudflare, and more. Explore Global View Investment Advisors, LLC's tech stack below.

  • TrackJS
    Analytics
  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • HubSpot Content Hub
    Content Management System
  • MySQL
    Database
  • React
    Javascript Frameworks
  • Cloudflare Bot Management
    Security
  • Apache HTTP Server
    Web Servers

Media & News

Global View Investment Advisors, LLC's Email Address Formats

Global View Investment Advisors, LLC uses at least 1 format(s):
Global View Investment Advisors, LLC Email FormatsExamplePercentage
First@globalviewinv.comJohn@globalviewinv.com
67%
First_Last@globalviewinv.comJohn_Doe@globalviewinv.com
11%
First.Last@globalviewinv.comJohn.Doe@globalviewinv.com
11%
First.Middle@globalviewinv.comJohn.Michael@globalviewinv.com
11%

Frequently Asked Questions

Where is Global View Investment Advisors, LLC's headquarters located?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC's main headquarters is located at 800 East Washington Street, Suite a. The company has employees across 1 continents, including North America.

What is Global View Investment Advisors, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Global View Investment Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Global View Investment Advisors, LLC's official website and social media links?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC's official website is globalviewinv.com and has social profiles on LinkedIn.

What is Global View Investment Advisors, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Global View Investment Advisors, LLC have currently?

Minus sign iconPlus sign icon
As of December 2025, Global View Investment Advisors, LLC has approximately 10 employees across 1 continents, including North America. Key team members include Managing Partner, Cfp: J. E. H.Managing Partner: K. M.Partner: T. T.. Explore Global View Investment Advisors, LLC's employee directory with LeadIQ.

What industry does Global View Investment Advisors, LLC belong to?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC operates in the Investment Management industry.

What technology does Global View Investment Advisors, LLC use?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC's tech stack includes TrackJSFacebook PixelCloudflareHubSpot Content HubMySQLReactCloudflare Bot ManagementApache HTTP Server.

What is Global View Investment Advisors, LLC's email format?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC's email format typically follows the pattern of First@globalviewinv.com. Find more Global View Investment Advisors, LLC email formats with LeadIQ.

When was Global View Investment Advisors, LLC founded?

Minus sign iconPlus sign icon
Global View Investment Advisors, LLC was founded in 2004.

Global View Investment Advisors, LLC

Investment ManagementSouth Carolina, United States2-10 Employees

Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina.

We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs.

Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.

Section iconCompany Overview

Headquarters
800 East Washington Street, Suite a
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2004
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Global View Investment Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Global View Investment Advisors, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.