HUNT VALLEY, MDCRD 37505Latest ADV August 18, 2025
Global Brokerage Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated August 18, 2025, reports $137M in regulatory assets under management, 5 employees, 3 offices, and 562 accounts.
Assets Under Management
$137M
Employees
5
Offices
3 offices
Total Clients
386
Primary office
HUNT VALLEY, MD
11350 MCCORMICK ROAD, EPIII, SUITE 1204, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
281
2
HNWI
27.2%
105
Categories with <5 clients
0<5 clients
Banking or thrift institutions<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of August 18, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$137M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$137M
Total Accounts562
10Y AUM Change+$20M (+16.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee77:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.