A complete list of active advisors currently associated with Global Kandor Advisors, LLC
Warmer can help you find a great advisor at Global Kandor Advisors, LLC or one who fits your needs even better.
The firm provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses, delivering portfolio construction and ongoing investment supervision. Portfolios are typically implemented with ETFs and mutual funds and may also include individual stocks, bonds, and alternative investments when appropriate. Its investment process combines fundamental and technical analysis with a generally long‑term orientation while accommodating shorter‑term trading for rebalancing or specific client needs. The firm’s Form ADV reports $483,329,066 in assets under management, of which $462,670,548 is managed on a non‑discretionary basis, so most clients retain implementation authority even as the advisor provides monitoring and recommendations. The ADV also discloses that the firm publishes performance information, including predecessor performance, which is uncommon among peers. The brochure notes institutional relationships with custodians such as Charles Schwab and Interactive Brokers and emphasizes advisory personnel with international banking and global‑markets experience, consistent with a material non‑U.S. client presence and a relatively small three‑adviser team serving 74 clients.
To learn more about the advisors currently working at Global Kandor Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Key Biscayne, FL
| 3
| |
Key Biscayne, FL
| 22
| |
Key Biscayne, FL
| 23
|
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