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 $303,128,794 assets under management, offering retirement planning & investment advisory services to 1662 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300460
SEC#	801-114946
Assets Managed by Firm	$303,128,794
No. of Clients	1662
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1662	$303,128,794
Individuals (other than high net worth individuals)	933	$140,428,095
High net worth individuals	159	$159,841,464
Corporations or other businesses	9	$2,859,235

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