Overview
Assets Under Management: $338 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 198
Average Client Assets: $245,753
Frequently Asked Questions
GLOBAL ASSETS ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300460), GLOBAL ASSETS ADVISORY, LLC is subject to fiduciary duty under federal law.
GLOBAL ASSETS ADVISORY, LLC is headquartered in ORLANDO, FL.
GLOBAL ASSETS ADVISORY, LLC serves 198 high-net-worth clients according to their SEC filing dated August 19, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL ASSETS ADVISORY, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GLOBAL ASSETS ADVISORY, LLC manages $338 million in client assets according to their SEC filing dated August 19, 2025.
According to their SEC Form ADV, GLOBAL ASSETS ADVISORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.39
Average High-Net-Worth Client Assets: $245,753
Total Client Accounts: 2,213
Discretionary Accounts: 2,213
Regulatory Filings
CRD Number: 300460
Filing ID: 2010420
Last Filing Date: 2025-08-19 12:04:00
Website: https://iaac.com