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| Happy Holidays!! thanks for using AUM13F!! |
| Global Assets Advisory LLC
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| CRD # | 300460 |
| SEC # | 801-114946 |
| CIK # | 0001942932 |
| AUM | $338.1 M (2025-03-26) |
| Employees | 21 (100% Investors, 90% Brokers) |
| Phone | 407-254-1500 |
| Address | 111 N Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001942932 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.6 | ||
| Apple Inc | 13.1 | ||
| Exxon Mobil Corp | 10.1 | ||
| Amazon Com Inc | 10.0 | ||
| Microsoft Corp | 4.9 | ||
| Tesla Motors Inc | 3.9 | ||
| Alphabet Inc | 3.5 | ||
| Facebook Inc | 3.5 | ||
| International Business Machines Corp | 2.6 | ||
| Boeing Co | 2.4 | ||
| General Electric Co | 2.3 | ||
| Wal Mart Stores Inc | 2.3 | ||
| ETFS Gold Trust | 2.3 | ||
| Lilly Eli & Co | 2.3 | ||
| Netflix Inc | 2.2 | ||
| Palantir Technologies Inc | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,167 | 286.8 |
| (b) Individuals (high net worth individuals) | 198 | 48.7 |
| (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 | 11 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,213 | 338.1 |
| By Discretionary | ||
| Discretionary | 2,213 | 338.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,213 | 338.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 335.7 | |
| Total | 2,213 | 338.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001942932] |
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|---|---|---|
|
New Insight Wealth Advisors
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|
CA | 0.3 |
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Noble Wealth Management PBC
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CO | 0.3 |
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Stone Oak Wealth Management LLC
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TX | 0.3 |
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Harrington Investments Incorporated
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CA | 0.3 |
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IDB LIDO Wealth LLC
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NY | 0.3 |
|
Flywheel Private Wealth LLC
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CA | 0.3 |
|
The Pitti Group Wealth Management LLC
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|
NY | 0.3 |
|
Interactive Financial Advisors Inc
✚
|
IL | 0.3 |
|
Beacon Investment Advisors LLC
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|
MD | 0.3 |
|
Garrison Point Capital LLC
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|
CA | 0.3 |