GLOBAL ASSETS ADVISORY, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 300460
- Registered since
- April 5, 2019
- Website
- www.iaac.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.11%
- HNWI43.15%
- Corporations / Businesses0.74%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Global Assets Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. It operates as a capital allocator and provides portfolio management for individuals, small businesses and institutions, and it also selects third‑party managers on behalf of clients. In addition to advisory services the firm is active as a broker-dealer and insurance broker and lists industry affiliations that include other investment advisers, law firms and insurance companies. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds10%
- US Government Bonds9%
- Public Funds/Mutual Funds8%
Owners & executives
3 of 4Matthew Lampman
President, Chief Operating OfficerCRD 6132493
LAURNA HART JAMES
Financial Advisor, Chief Operations OfficerCRD 2860340
Richard Weiss
Chief Compliance OfficerCRD 2523174
Contacts
3 of 27BENJAMIN ZAMOJSKI
Investment Advisor RepresentativeCRD 6738764
John Minezaki
Investment AdvisorCRD 6447133
Hiroshi Mizutani
Financial AdvisorCRD 3259903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 197Active vs passive
$285M in ETFs
86%
$246M
11%
$40M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) NYSE TECHNOLOGY ETF (XNTK) | State Street | Passive | Technology | $66.1M | 264,517 | 23.14% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 111 N Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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