Malcolm
Maclaren

Global Value Investment Corporation

CRD#6345780
Investment Advisor
in Milwaukee, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Malcolm Maclaren is a financial advisor based in Milwaukee, Wisconsin, working with Global Value Investment Corporation. Malcolm has previously held positions at Global Value Investment Corp, Kl Discovery, Inc, Law Offices Of Malcolm J, Maclaren, Robbins Salomon Patt, LTD, The Circuit Court Of Cook County, Illinois, Apics, Inc, Kozacky Weitzel Mcgrath, P.C, Transmarket Group, Johnson Law, LLC, Depaul University College Of Law, Captain Andersons Restaurant, and University Of Florida. Malcolm has passed the Series 65 regulatory exam and is registered to provide services in California, Texas, and Wisconsin. Currently, Malcolm is part of Global Value Investment Corporation, which operates out of Milwaukee, Wisconsin. The firm has 5 offices and 8 employees. The firm manages assets totaling $171.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Global Value Investment Corporation includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1433 N Water Street Suite 400
Milwaukee, WI 53202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Global Value Investment Corporation Brokerage Details

Total Assets Under Management

$171,075,331

WI Average: $2,826,565,184
Total Number of Employees

8

WI Average: 43
Total Number of Accounts

444

WI Average: 1,898
Average Account Size

$385,305

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Malcolm Maclaren Work History

2022 - Present (2 years)

Global Value Investment Corp

2021 - 2022 (1 year)

Kl Discovery, Inc

2021 - 2022 (1 year)

Law Offices Of Malcolm J, Maclaren

2020 - 2021 (1 year)

Robbins Salomon Patt, LTD

2018 - 2020 (2 years)

The Circuit Court Of Cook County, Illinois

2018 - 2018 (< 1 year)

Apics, Inc

2017 - 2018 (1 year)

Kozacky Weitzel Mcgrath, P.C

2017 - 2017 (< 1 year)

Transmarket Group

2016 - 2016 (< 1 year)

Johnson Law, LLC

2015 - 2018 (3 years)

Depaul University College Of Law

2015 - 2015 (< 1 year)

Captain Andersons Restaurant

2014 - 2014 (< 1 year)

Captain Andersons Restaurant

2011 - 2015 (4 years)

University Of Florida

Disclosures

Please visit the SEC profile of Malcolm Maclaren 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 Corporation

James Geygan
Princeton, NJ
Thomas Molosky
Milwaukee, WI
Malcolm Maclaren
Milwaukee, WI
Jeffrey Geygan
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started