Global Advisers, LLC

RIASEC Registered
Total AUM
$11.1M
Discretionary
$11.1M
100% of AUM
Avg account
$132K
Accounts
84
Employees
1
Advisory reps
1

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
175181
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals53.85%
  • HNWI45.98%
  • Charitable Organizations0.17%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Global Advisers, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, US Government Bonds 14%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 5%, Derivatives 1%74%
  • Exchange Traded Equities74%
  • US Government Bonds14%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents5%
  • Derivatives1%

Owners & executives

1 of 1
  • Stephen Kovach

    Stephen Kovach

    Founder and Chief Executive OfficerCRD 2433266

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1650 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth