|
⚲
|
| Keyboard |
| Global Trust Asset Management LLC
✚
|
|
|---|---|
| CRD # | 143120 |
| SEC # | 801-68778 |
| CIK # | 0000055234, 0001729672 |
| AUM | 384.5 M (2026-01-28) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 561-472-0191 |
| Address | 11300 US Highway 1 Palm Beach Gardens, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000055234 0001729672 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lumentum Holdings Inc | 10.4 | ||
| Apple Inc | 10.1 | ||
| Palantir Technologies Inc | 5.8 | ||
| FPL Group Inc | 5.6 | ||
| Caterpillar Inc | 5.5 | ||
| Microsoft Corp | 5.2 | ||
| Applied Optoelectronics Inc | 5.0 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| Mastercard Inc | 4.2 | ||
| Chevron Corp | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Nvidia Corp | 3.9 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Visa Inc | 3.6 | ||
| McKesson Corp | 3.5 | ||
| Lowes Companies Inc | 3.3 | ||
| GS Acquisition Holdings Corp | 3.2 | ||
| Merck & Co Inc | 3.1 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| Alphabet Inc | 2.4 | ||
| Celestica Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 35.3 |
| (b) Individuals (high net worth individuals) | 85 | 275.6 |
| (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 | 32 | 37.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 6.5 |
| (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 | 24 | 29.3 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 384.5 |
| By Discretionary | ||
| Discretionary | 713 | 348.3 |
| Non-Discretionary | 30 | 36.2 |
| Total | 743 | 384.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.5 | |
| Total | 743 | 384.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000055234] | |
| 10-Q | [0000055234] | |
| 8-K | [0000055234] | |
| D | [0000055234] | |
| 13F-HR | [0001729672] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
TAPP Finance Inc
✚
|
386.0 M | |
|
Upstart Wealth Management LLC
✚
|
385.9 M | |
|
Planning Strategies Inc
✚
|
PA | 384.8 M |
|
Longview Financial Advisors LLC
✚
|
383.9 M | |
|
Paragon Financial Services
✚
|
VA | 383.7 M |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 383.7 M |
|
Arcadia Wealth Management Inc
✚
|
NY | 383.6 M |
|
Cascades Capital Asset Management LLC
✚
|
NC | 383.3 M |
|
Keating Investment Counselors Inc
✚
|
FL | 383.1 M |