Global Trust
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
FINTRXOverview
Global Trust is an independent, SEC-registered investment adviser (registered with the SEC in 2008) organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, and for businesses or institutional clients. The firm's regulatory filings list "accountant" among its business activities. Global Trust is not positioned as a capital allocator and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities51%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents10%
- US Government Bonds6%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 185Active vs passive
$122M in ETFs
90%
$110M
9%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $22.8M | 280,654 | 18.65% |
Location
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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