Global Trust

RIASEC RegisteredEst. 2008
Total AUM
$450M
Discretionary
$407M
90% of AUM
Avg account
$564K
Accounts
799
Employees
12
Advisory reps
11

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
143120
Registered since
February 1, 2008
Website
www.gbltrust.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI78.91%
  • Pension & Profit Sharing Plans8.55%
  • Corporations / Businesses5.6%
  • Individuals5.08%
  • State / Municipal Government1.86%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Trust is an independent registered investment adviser organized as an LLC and active since 2008. The firm serves both individual and institutional clients, delivering portfolio management for individuals, small businesses, and institutions. Its revenue model is a percentage-of-AUM fee structure. Global Trust is owner-managed, does not act as a capital allocator to third-party managers, and does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 10%, US Government Bonds 6%, State & Local Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds32%
  • Cash & Cash Equivalents10%
  • US Government Bonds6%
  • State & Local Bonds1%

Owners & executives

3 of 3

  • Michele Brescia

    Chief Relationship OfficerCRD 8215654

  • Alexia Mccluskey

    Alexia Mccluskey

    CFOCRD 6112071

  • Radha Rai

    Radha Rai

    Managing Partner and Chief Compliance OfficerCRD 6022922

Contacts

3 of 8
  • Timothy Schmedes

    Timothy Schmedes

    Co-FounderCRD 6150950

  • Neil Matlins

    Neil Matlins

    Senior Investment OfficerCRD 2338115

  • Patricia Ashley

    Investment Adviser RepresentativeCRD 2985259

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 192

Active vs passive

$88.1M in ETFs

Passive

91%

$79.9M

Active

8%

$8.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)BlackRockPassiveShort Government$16.7M202,77619.00%
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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
11300 Us Highway 1
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth