GLOBAL ASSETS ADVISORY, LLC

https://WWW.IAAC.COM ORLANDO, FL Investment Advisor How do I update this listing?

Download 13F Summary Create Email Alert

Global Assets Advisory is based out of Orlando. Global Assets Advisory is a registered investment advisory firm with 1021 clients and discretionary assets under management (AUM) of $344,975,545 (Form ADV from 2022-06-02). Their last reported 13F filing for Q2 2022 included $46,387,000 in managed 13F securities and a top 10 holdings concentration of 57.13%. Global Assets Advisory's largest holding is ExxonMobil Corp. (Standard Oil of New Jersey) with shares held of 73,137. Whalewisdom has at least 1 13F filings

06/30/2022

Top Sells (13F)

  • Name% Change

06/30/2022

13F Sector Allocation Over Time


Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GLOBAL ASSETS ADVISORY, LLC
390 N. ORANGE AVENUE, SUITE 750
ORLANDO FL    32801
Country: United States

Business Phone: 407-254-1500
Fax:
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1021
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.E (2),11.E (4),11.G
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

Elevate your investments