GLOBAL ASSETS ADVISORY, LLC
Total AUM
$551.7M
Employees
29Clients
2,588Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 N. ORANGE AVENUE
SUITE 1000
ORLANDO
FL 32801
United States
SUITE 1000
ORLANDO
FL 32801
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
407-254-1500
Other Offices
16
Financials
Total AUM
$551.7M
Accounts
2,588Discretionary
$542M
Accounts
2,366Non-Discretionary
$9.6M
Accounts
222
Clients
Individual Clients
2,372AUM
$309.5M
HNW Individual Clients
200AUM
$238.1M
Corporation or Business Clients
16AUM
$4.1M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.