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GLOBAL TRUST
GLOBAL TRUST ASSET MANAGEMENT, LLC
CRD 143120 · SEC 801-68778
11300 U.S. HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL, 33408, United States
Phone
561-472-0191
Fax
561-484-7515
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$384.5M
Discretionary AUM
$348.3M
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $35.3M |
| High net worth individuals | 85 | $275.6M |
| Pension/profit sharing plans | 32 | $37.8M |
| Corporations/business entities | 24 | $29.3M |
States served
CA, GA, MT, NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD