Global Assets Advisory, LLC

Overview

Global Assets Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. It serves both individual/family and institutional clients and operates as a capital allocator, pairing advisory services with broker-dealer and insurance-broker activities. The firm charges fees based on a percentage of assets under management and emphasizes portfolio management for individuals, small businesses and institutions, along with selection of third-party managers for client mandates. The firm does not position itself as an ESG investor in FINTRX data. Its mix of business activities and industry affiliations includes interactions with broker-dealers, law firms, other investment advisers and insurance companies, which supports a multi-product delivery model that combines traditional advisory portfolios with insurance and brokerage solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices