Global Autotrading
RIASEC Registered
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
- 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 an independently owned registered investment adviser operating as a corporation. The firm is SEC-registered (initial registration in 2007) and serves both individual & family clients and institutional investors. Its fee arrangements include percentage-of-AUM charges and fixed fees. The adviser does not describe itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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