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| Happy Holidays!! thanks for using AUM13F!! |
| Global Trust Asset Management LLC
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| CRD # | 143120 |
| SEC # | 801-68778 |
| CIK # | 0000055234, 0001729672 |
| AUM | $440.5 M (2025-04-21) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 561-472-0191 |
| Address | 11300 US Highway 1 Palm Beach Gardens, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.3 | ||
| Microsoft Corp | 7.6 | ||
| Palantir Technologies Inc | 4.9 | ||
| Amazon Com Inc | 4.9 | ||
| Mastercard Inc | 4.2 | ||
| McKesson Corp | 3.8 | ||
| Nvidia Corp | 3.4 | ||
| VISA Inc | 3.4 | ||
| Lowes Companies Inc | 3.3 | ||
| FPL Group Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 45.2 |
| (b) Individuals (high net worth individuals) | 108 | 296.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 49.1 |
| (h) Charitable organizations | 0 | 34.5 |
| (i) State or municipal government entities | 0 | 5.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 759 | 440.5 |
| By Discretionary | ||
| Discretionary | 724 | 413.4 |
| Non-Discretionary | 35 | 27.1 |
| Total | 759 | 440.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 440.1 | |
| Total | 759 | 440.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000055234] | |
| 10-Q | [0000055234] | |
| 8-K | [0000055234] | |
| D | [0000055234] | |
| 13F-HR | [0001729672] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
William Madison Advisors Inc
✚
|
TX | 0.4 |
|
Kimery Wealth Management LLC
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|
TN | 0.4 |
|
ARC Advisory LLC
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|
CA | 0.4 |
|
AGH Wealth Advisors LLC
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|
KS | 0.4 |
|
BG Investment Services Inc
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|
0.4 | |
|
Essential Planning LLC
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|
NH | 0.4 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.4 |
|
Ceeto Capital Group LLC
✚
|
FL | 0.4 |
|
Argent Wealth LLC
✚
|
MS | 0.4 |
|
Stiles Financial Services Incorporated
✚
|
MN | 0.4 |