Global Investment Adviser LC

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Assets, Funds, Holdings

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Global Investment Adviser LC
CRD #105862
SEC #801-47774
CIK #
AUM $256.5 MM (2024-03-19)
Employees 2 (50% Investors, 0% Brokers)
Phone561-881-9688
Address721 US Highway One
North Palm Beach, FL 33408
Source [IAPD] [Website]
Total AUM ($MM)
80064048032016002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 7 256.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 256.5
By Discretionary
Discretionary 8 8.1
Non-Discretionary 1 248.4
Total 9 256.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 256.5
Total 9 256.5
Comparable Firms State AUM ($BB)
Bison Creek Wealth Management LLC
VA 0.3
Crestmont Private Wealth LLC
TX 0.3
Wealth Advisors Network Inc
NE 0.3
Trinity Wealth Advisors LLC
MO 0.3
Denali Wealth Management Inc
WI 0.3
Silver Grove Financial Group Inc
NY 0.3
M Group Investment Advisor LLC
FL 0.3
Beacon Financial Strategies Corp
NC 0.3
Choice Wealth Advisors LLC
ME 0.3
Post Resch Tallon Group Inc
NY 0.3
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