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Global Financial Portfolio Management Co (Henderson)


Global Financial Portfolio Management Co is an adviser based in Henderson. It manages $1 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.

Global Financial Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Financial Portfolio Management: assets under management

The assets under management (AUM) of Global Financial Portfolio Management Co is $1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Financial Portfolio Management Co for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Henderson

The principal office where Global Financial Portfolio Management Co performs its advisory services is located at Attn: William Y. Steinberg, Henderson, NV 89014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 702 361 4987 or by fax 702 263 8856. The normal business hours are 7;30 - 4:00 on Monday - Friday.


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