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FIRST GLOBAL

NORTH HARROW, MIDDX, United Kingdom · CRD 312469 · IAPD ↗ · +44 208 904 4942

$26.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
0States
2Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
July 2026 — FIRST GLOBAL's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
35
July 2026 — FIRST GLOBAL reported RAUM up 51% ($17.2M -> $26.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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