Global Assets Advisory, LLC

Assets Under Management

$338.1M

Number of Clients

1,376

Number of Advisors

25

Average Client AUM

$246K

AUM per Advisor

$13.5M

Compensation

Fee-Only (AUM)

About This Firm

GAA offers investment advisory services to individuals, high net worth individuals, pensions, profit plans, charitable organizations, corporations, and other business entities. Services include investment management, referrals to third-party wrap fee programs, and financial planning and consulting.

Fee Structure

Minimum Investment:$50K
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801

25 Advisors at this firm

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