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Global Assets Advisory LLC
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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) |
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CIK | Period |
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0001942932 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 12.0 | |
Amazon Com Inc | 1,092,997.8 | 7.0 | |
Microsoft Corp | 1,918,222.4 | 2.6 | |
Eaton Vance Enhanced Equity Income Fund II | 838.9 | 1.1 | |
Johnson & Johnson | 465,600.2 | 1.0 | |
Stryker Corp | 74,798.9 | 0.9 | |
Fair Isaac Corp | 10,408.1 | 0.7 | |
General Electric Co | 72,511.8 | 0.7 | |
Palo Alto Networks Inc | 49,011.6 | 0.7 | |
Marriott International Inc /MD/ | 45,393.0 | 0.6 | |
Advanced Micro Devices Inc | 131,458.5 | 0.6 | |
Lilly Eli & Co | 301,789.7 | 0.5 | |
Synopsys Inc | 46,452.5 | 0.5 | |
Wells Fargo & Co/MN | 152,296.4 | 0.4 | |
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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
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|
FL | 0.3 |
Wealthpoint Advisors LLC
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|
IN | 0.3 |
Southbridge Advisors LLC
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|
GA | 0.3 |
IF Advisors LLC
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|
TX | 0.3 |
Prudent Street Financial Advisors LLC
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|
TN | 0.3 |
The David J Yvars Group Inc
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|
FL | 0.3 |
Alpha Wealth Management and Planning LLC
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|
CA | 0.3 |
Financial Decisions LLC
✚
|
NY | 0.3 |
Stone Oak Wealth Management LLC
✚
|
TX | 0.3 |
Crown Wealth Group LLC
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|
NC | 0.3 |