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| Global Assets Advisory LLC
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|---|---|
| CRD # | 300460 |
| SEC # | 801-114946 |
| CIK # | 0001942932 |
| AUM | 551.7 M (2026-06-01) |
| Employees | 29 (86% Investors, 76% Brokers) |
| Phone | 407-254-1500 |
| Address | 111 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.7 | ||
| Apple Inc | 20.6 | ||
| Amazon Com Inc | 9.9 | ||
| Alphabet Inc | 6.0 | ||
| Tesla Motors Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Facebook Inc | 3.8 | ||
| ETFS Gold Trust | 3.6 | ||
| Wal Mart Stores Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,372 | 309.5 |
| (b) Individuals (high net worth individuals) | 200 | 238.1 |
| (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 | 16 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,588 | 551.7 |
| By Discretionary | ||
| Discretionary | 2,366 | 542.0 |
| Non-Discretionary | 222 | 9.6 |
| Total | 2,588 | 551.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 549.6 | |
| Total | 2,588 | 551.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001942932] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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