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GLOBAL ASSETS ADVISORY, LLC

CRD 300460 · SEC 801-114946

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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

TypeClientsAUM
Individuals2372$309.5M
High net worth individuals200$238.1M
Corporations/business entities16$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