Global Advisers, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 175181
- Website
- globaladvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.85%
- HNWI45.98%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Global Advisers, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds14%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
1 of 1
Stephen Kovach
Founder and Chief Executive OfficerCRD 2433266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1650 Market St
- Time zone
- ET (UTC-5)
- Office locations
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