Global Beta Advisors

RIASEC Registered
Total AUM
$28.8M
Discretionary
$28.8M
100% of AUM
Avg account
$4.8M
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
298176
Registered since
September 4, 2018
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Global Beta Advisors LLC is an independent registered investment adviser that became SEC-registered in 2018 and is owned by an individual. The firm charges a mix of fixed fees and performance-based fees, and it does not self-identify as an active ESG investor. It is not registered as a multi-state adviser, nor does it present itself as a capital allocator or pension consultant. Public filings do not list specific client segments or detailed business activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2
  • Vincent Lowry

    Chief Executive OfficerCRD 1257527

  • Justin Lowry

    Justin Lowry

    President, CIOCRD 6593126

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

West Chester, PA

Chester

Location

West Chester, PA

Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
9 N 5 Points Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth