GLOBAL ADVISORS, LLC

Overview

Global Advisors, LLC is a privately owned limited liability company that combines advisory services with insurance brokerage. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services while also operating as an insurance broker. Its compensation arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. FINTRX flags the firm as not being a capital allocator and not an active ESG investor; it is not listed as a multi-state adviser and is categorized as unclassified in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices