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
3

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 organized as an LLC and operating since 2016. The firm focuses on serving individuals and family clients on a fee‑based structure charged as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm describes itself as a capital allocator and works with external managers rather than relying solely on in‑house strategies. Premia does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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%

Owners & executives

1 of 1
  • Miguel Sosa

    Miguel Sosa

    CEO and PresidentCRD 1062639

Contacts

2 of 2
  • Eddy Park

    Eddy Park

    Client Relationship ManagerCRD 5836058

  • Daniel Rosales

    Daniel Rosales

    Financial Planning ManagerCRD 5851473

Wealth teams

FINTRX

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