PREMIA GLOBAL ADVISORS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$341M
Discretionary
$316M
93% of AUM
Avg account
$7.1M
Accounts
48
Employees
3
Advisory reps
3

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
282426
Registered since
January 12, 2016
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI64.51%
  • Corporations / Businesses33.95%
  • Individuals1.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Premia Global Advisors, LLC is an independent registered investment adviser that serves individuals and families with fee-based portfolio management and financial planning. The firm acts as a capital allocator, blending pooled public vehicles with direct allocations to third‑party alternative managers. Its advisory services span individual and small-business portfolio management, institutional/business portfolio management, financial planning, and the selection of other advisers. Premia charges a percentage-of-AUM fee and operates with a mostly discretionary mandate, which allows it to implement consolidated strategies across client portfolios. Investment preferences emphasize commingled public funds and mutual funds as the core building blocks for equity and fixed-income exposure, with intentional allocations to alternative strategies—private equity, hedge funds, private placements, real estate and commodities—for return enhancement and diversification. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 32%, Other 10%, Cash & Cash Equivalents 5%, Private Funds 3%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities32%
  • Other10%
  • Cash & Cash Equivalents5%
  • Private Funds3%

Owners & executives

1 of 1
  • MIGUEL SOSA

    CEO and PresidentCRD 1062639

Contacts

2 of 2
  • EDDY PARK

    Client Relationship ManagerCRD 5836058

  • DANIEL ROSALES

    Financial Planning ManagerCRD 5851473

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, 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
MIAMI DADE
Address
2600 S Douglas Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth