GLOBAL ASSETS ADVISORY, LLC
Orlando, Florida
2.3
3 Reviews
Global Assets Advisory, LLC is a reputable investment advisory firm based out of Orlando, FL. With over 1,320 individual clients and a staggering $252,059,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates across 14 offices, ensuring convenient accessibility for their diverse clientele. In addition to their core investment advisory services, Global Assets Advisory, LLC also operates as an insurance broker or agent, providing comprehensive coverage options to further safeguard their clients' financial well-being.
Employer 401Ks and individual accounts contr...
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Assets Under Mgmt
$252.06M
Investment Professionals
19
Locations
13
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
Currently the subject of any regulatory proceeedings previously talked about
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