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