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Building 2GLOBAL ASSETS ADVISORY, INC.

Map pinWINTER PARK, FL
Phone407-629-1400
NotebookSEC #801-46753
Total AUM
$13.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 PK AVE SOUTH
STE 200
WINTER PARK
FL 32789
USA
Operating Hours
8:30 AM -- 5:00 PM
Monday - Friday
Phone
407-629-1400

ReceiptFinancials

Total AUM
$13.8M
Accounts
22
Discretionary
$6M
Accounts
17
Non-Discretionary
$7.8M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTATION FEES

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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