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GLOBAL ASSETS ADVISORY, LLC
CRD 300460 · SEC 801-114946
111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801, United States
Phone
407-254-1500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$551.7M
Discretionary AUM
$542.0M
Team
29 total employees; 25 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2372 | $309.5M |
| High net worth individuals | 200 | $238.1M |
| Corporations/business entities | 16 | $4.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD