|
⚲
|
| Global Assets Advisory LLC
✚
| |
|---|---|
| CRD # | 300460 |
| SEC # | 801-114946 |
| CIK # | 0001942932 |
| AUM | $303.1 MM (2024-08-19) |
| Employees | 21 (95% Investors, 100% Brokers) |
| Phone | 407-254-1500 |
| Address | 111 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.0 | |
| AMZN | 1,092,997.8 | 7.0 | |
| MSFT | 1,918,222.4 | 2.6 | |
| EOS | 838.9 | 1.1 | |
| JNJ | 465,600.2 | 1.0 | |
| SYK | 74,798.9 | 0.9 | |
| FICO | 10,408.1 | 0.7 | |
| GE | 72,511.8 | 0.7 | |
| PANW | 49,011.6 | 0.7 | |
| MAR | 45,393.0 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 933 | 140.4 |
| (b) Individuals (high net worth individuals) | 159 | 159.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,662 | 303.1 |
| By Discretionary | ||
| Discretionary | 1,662 | 303.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,662 | 303.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 301.0 | |
| Total | 1,662 | 303.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001942932] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rooney Capital Management Inc
✚
|
FL | 0.3 |
|
Wealthpoint Advisors LLC
✚
|
IN | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |
|
IF Advisors LLC
✚
|
TX | 0.3 |
|
Prudent Street Financial Advisors LLC
✚
|
TN | 0.3 |
|
The David J Yvars Group Inc
✚
|
FL | 0.3 |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 0.3 |
|
Financial Decisions LLC
✚
|
NY | 0.3 |
|
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |