GA Advisors LLC

RIASEC Registered
Total AUM
$8.8M
Discretionary
$8.8M
100% of AUM
Avg account
$880K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
291925
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.76%
  • Individuals13.24%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

GA Advisors LLC is a small, boutique investment adviser that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee schedule and also charges performance-based fees, which indicates it may run performance-oriented sleeve(s) or tailored strategies for clients who agree to incentive arrangements. GA Advisors shows a clear preference for equity exposure, with most client portfolios constructed around exchange-traded equities and ETFs rather than bond-heavy or cash-heavy allocations. The adviser is not positioned as an ESG investor and does not operate as a multi-state or pension consultant; its services are focused on direct portfolio management for a limited client base. GA Advisors appears to be execution- and cost-conscious in its approach: custody with Interactive Brokers and heavy use of exchange-traded instruments point to a model that favors liquid, low-cost, tradeable vehicles for expressing market views and implementing tactical shifts.

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: Exchange Traded Equities 78%, Cash & Cash Equivalents 21%, Derivatives 1%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents21%
  • Derivatives1%

Contacts

1 of 1
  • Nitin Apte

    Nitin Apte

    Engineering ManagerCRD 6900687

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth