Premia Global Advisors, LLC

RIASEC RegisteredEst. 2016
Total AUM
$341M
Discretionary
$316M
93% of AUM
Avg account
$7.1M
Accounts
48
Employees
3
Advisory reps
4

Firm details

Headquarters
Coral Gables, Florida
CRD number
282426
Registered since
January 12, 2016
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

FINTRX

Overview

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

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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: Public Funds/Mutual Funds 47%, Exchange Traded Equities 32%, Private Funds 11%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 3%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities32%
  • Private Funds11%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds3%

Contacts

3 of 4
  • Eddy Park

    Eddy Park

    Client Relationship ManagerCRD 5836058

  • Daniel Rosales

    Daniel Rosales

    Investments and Portfolio ManagerCRD 5851473

  • Miguel Sosa

    Miguel Sosa

    Founding PartnerCRD 1062639

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth