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 that provides portfolio management and third-party manager selection for both individuals/families and institutional clients. The firm is SEC registered (initial registration in 2019) and operates as a capital allocator, directing client assets into in-house portfolios and external managers. Fee arrangements are percentage-of-AUM. Alongside advisory services, the firm maintains broker-dealer and insurance broker activities and lists affiliations with other industry participants, including a broker-dealer, another investment adviser, a law firm, and an insurance company. Global Assets Advisory 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$316M in ETFs
74%
$235M
25%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $10.4M | 183,969 | 3.28% |
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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