Global Autotrading

RIASEC RegisteredEst. 2007
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$55.7K
Accounts
131
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
143231
Registered since
March 5, 2007
Custodians
INTERACTIVE BROKERS LLC, TRADIER BROKERAGE, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals88.34%
  • Corporations / Businesses11.66%

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 85%, Public Funds/Mutual Funds 11%, Exchange Traded Equities 2%, Derivatives 2%85%
  • Cash & Cash Equivalents85%
  • Public Funds/Mutual Funds11%
  • Exchange Traded Equities2%
  • Derivatives2%

Owners & executives

1 of 1
  • Jimmy Talbot

    CEOCRD 5287491

Contacts

1 of 1
  • Pei-Fang Tsai

    OwnerCRD 7431984

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth