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EXPAT FINANCIAL SOLUTIONS
GLOBAL EXPAT ADVISORS, LLC
CRD 170747
1680 MICHIGAN AVE., SUITE 700, MIAMI BEACH, FL, 33139, United States
Phone
305-777-2240
Fax
815-550-8651
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER 3RD PARTY MANAGER MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.8M |
| High net worth individuals | 5 | $9.0M |
| Corporations/business entities | 2 | $1.3M |
Official SEC filing: View on IAPD