Premia Global Advisors, LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 282426
- Registered since
- January 12, 2016
- Website
- www.premiaglobaladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.51%
- Corporations / Businesses33.95%
- Individuals1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Premia Global Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2016 and operates as a limited liability company. The firm serves individual and family clients, charging fees as a percentage of assets under management, and describes itself as a capital allocator that also selects and oversees outside managers. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions, with an explicit practice of selecting other advisers rather than acting solely as a sub-advisor. The firm does not identify as an active ESG investor and is not represented as a multistate adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities32%
- Private Funds11%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Contacts
3 of 4
Eddy Park
Client Relationship ManagerCRD 5836058

Daniel Rosales
Investments and Portfolio ManagerCRD 5851473

Miguel Sosa
Founding PartnerCRD 1062639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2600 S Douglas Rd
- Time zone
- ET (UTC-5)
- Office locations
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