Global Investment Advisory

Overview

Global Investment Advisory is a limited liability company that registered with the SEC in 2024 and positions itself as a fee-based advisor charging a percentage of assets under management. The firm serves individual and family clients and acts as a capital allocator, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its written services also include pension consulting and the selection of third‑party advisers. The firm reports relationships with other financial industry entities — including a broker‑dealer, another investment adviser, and an insurance company — and is organized as a related adviser to at least one affiliated entity. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices