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GLOBAL BETA ADVISORS

WEST CHESTER, PA · CRD 298176 · IAPD ↗ · 215-531-8234

$28.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

32
October 2024 — GLOBAL BETA ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
October 2024 — GLOBAL BETA ADVISORS moved its main office from NORTH WALES, PA to WEST CHESTER, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.