GLOBAL ASSETS ADVISORY, LLC

111 N. Orange Avenue
Suite 1000
Orlando, Florida 32801
Tel: 407-254-1500

About GLOBAL ASSETS ADVISORY, LLC

GLOBAL ASSETS ADVISORY, LLC, formally registered with the SEC as GLOBAL ASSETS ADVISORY, LLC. The firm was established in 04/05/2019. They have over 14 offices throughout the country.

GLOBAL ASSETS ADVISORY, LLC is a Orlando, Florida based Financial Planning firm with nearly $252,058,519 assets under management, offering retirement planning & investment advisory services to 1377 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300460
SEC#	801-114946
Assets Managed by Firm	$252,058,519
No. of Clients	1377
No. of Advisors	20

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1377	$252,058,519
Individuals (other than high net worth individuals)	1322	$166,994,327
High net worth individuals	50	$82,955,904

Inquire with GLOBAL ASSETS ADVISORY, LLC

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