GLOBAL-ASSETS INC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
334617
Registered since
January 9, 2025

Firm profile

FINTRX

Overview

Global Assets Inc. is a limited liability company that has recently entered the investment advisory space, having registered with the SEC in 2025. The firm operates without a specific classification and does not serve as a capital allocator. While it is not an active ESG investor and does not have a multi-state advisory footprint, Global Assets Inc. engages in various business and advisory activities, including managing pooled investment vehicles. The firm's client base and fee structure remain unspecified, indicating a nascent stage in its operational journey.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth