Global Financial Private Client

Overview

Global Financial Private Client is an SEC registered investment adviser based in Sarasota, FL, registered since 2018. It reports $828M in assets under management across 1,028 accounts, with 6 employees. It has 5 investment adviser representatives.

Reported AUM

$828M

Discretionary

83%

Accounts

1,028

Average account

$806K

Employees

6

Advisory reps

5

Registered since

2018

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Geoffrey Allen Frazier Chief Compliance Officer, Managing Member CRD 1991946
• Brian Curtis Timm Member CRD 6544776

Advisory reps 3 of 5

• Stephen Michael Fedak Investment Adviser Rep CRD 2124519
• Geoffrey Allen Frazier Insurance Agent · Investment Adviser Rep CRD 1991946
• Derek Hartman Investment Adviser Rep CRD 6081035

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6000 Cattleridge Dr Ste 200
Sarasota, FL 34232

County

Sarasota

Metro area

North Port-Sarasota-Bradenton, FL

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: mygfpc.com

Every state, with registration dates

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