Overview
Assets Under Management: $440 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Frequently Asked Questions
GLOBAL TRUST ASSET MANAGEMENT, 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 #143120), GLOBAL TRUST ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GLOBAL TRUST ASSET MANAGEMENT, LLC is headquartered in PALM BEACH GARDENS, FL.
GLOBAL TRUST ASSET MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL TRUST ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GLOBAL TRUST ASSET MANAGEMENT, LLC manages $440 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, GLOBAL TRUST ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 759
Discretionary Accounts: 724
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 143120
Last Filing Date: 2025-01-27 00:00:00
Website: https://gbltrust.com