Jeffrey
Geygan
Global Value Investment Corp
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About this Advisor
Jeffrey Geygan is a financial advisor based in Milwaukee, Wisconsin with a total of 7 years of relevant experience. Geygan is an employee of Global Value Investment Corp. They have been with Global Value Investment Corp for the entirety of their career. Geygan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Illinois, Massachusetts, New York, South Carolina, Texas, Wisconsin and Wyoming. Global Value Investment Corp is an advisory business operating out of Milwaukee, WI. The firm has offices in two locations and a total of 10 employees. It administers $138 million in assets among its 385 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 385 customer accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely vary depending on which service is offered. However, fee types charged by Global Value Investment Corp most likely include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Value Investment Corp Brokerage Details
$138,331,929
10
385
$359,304
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jeffrey Geygan Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Global Value Investment Corp. (Aka Milwaukee Private Wealth Mgmt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Geygan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Value Investment Corp
Boston, MA
Savoy, IL
Milwaukee, WI
Milwaukee, WI
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