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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Global Investment Adviser LC
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| CRD # | 105862 |
| SEC # | 801-47774 |
| CIK # | |
| AUM | $276.4 M (2025-05-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 561-881-9688 |
| Address | 533 Greenway Drive North Palm Beach, FL 33408 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 276.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 276.4 |
| By Discretionary | ||
| Discretionary | 6 | 9.1 |
| Non-Discretionary | 1 | 267.4 |
| Total | 7 | 276.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 274.3 | |
| Total | 7 | 276.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Strategies Corp
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|
NC | 0.3 |
|
Capital Ideas Inc
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|
TX | 0.3 |
|
CornerStone Advisors LLC
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|
AR | 0.3 |
|
American Fundstars Financial Group LLC
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|
CA | 0.3 |
|
New River Financial Group LLC
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|
VA | 0.3 |
|
Integrity Wealth Solutions LLC
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|
CO | 0.3 |
|
Ballast Financial Advisors LLC
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|
PA | 0.3 |
|
Stonebridge Wealth Systems LLC
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|
NE | 0.3 |
|
Pinvest LLC
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FL | 0.3 |
|
Define Financial LLC
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CA | 0.3 |