Global Autotrading
Firm details
- Headquarters
- ,
- CRD number
- 143231
- Registered since
- March 5, 2007
- Website
- www.global-autotrading.com
- Custodians
- INTERACTIVE BROKERS LLC, TRADIER BROKERAGE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals88.34%
- Corporations / Businesses11.66%
Firm profile
FINTRXOverview
Global Autotrading is a small, privately owned advisory corporation that has been SEC-registered since 2007 and serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and does not present itself as an active ESG investor or a multi-state adviser. Its reported asset mix is heavily skewed to cash and cash equivalents, which points to either a defensive positioning for clients, a focus on liquidity management, or an operational profile that supports frequent trading or short-term holdings. Custody choices — Interactive Brokers LLC and Tradier Brokerage, Inc. — indicate a platform setup consistent with trading activity and direct market access across equities and ETFs. At this scale, the adviser appears oriented toward smaller retail and institutional mandates where preserving liquidity and execution flexibility are priorities.
Assets & Accounts
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
- Cash & Cash Equivalents85%
- Public Funds/Mutual Funds11%
- Exchange Traded Equities2%
- Derivatives2%
Owners & executives
1 of 1Jimmy Talbot
CEOCRD 5287491
Contacts
1 of 1Pei-Fang Tsai
OwnerCRD 7431984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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