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Building 2GLOBAL ASSETS ADVISORY, LLC

Map pinORLANDO, FL
Phone407-254-1500
NotebookSEC #801-114946
Total AUM
$551.7M
Employees
29
Clients
2,588

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 N. ORANGE AVENUE
SUITE 1000
ORLANDO
FL 32801
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
407-254-1500
Other Offices
16

ReceiptFinancials

Total AUM
$551.7M
Accounts
2,588
Discretionary
$542M
Accounts
2,366
Non-Discretionary
$9.6M
Accounts
222

ContactClients

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Individual Clients
2,372
AUM
$309.5M
HNW Individual Clients
200
AUM
$238.1M
Corporation or Business Clients
16
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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