Global Assets Advisory is an investment advisor in Orlando with $252.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
301169956
SEC advisor number
801-114946
FINRA CRD number
300460
AUM ?
$303.13 mm
(as of 28 Mar 24)
Accounts
1,662
(as of 28 Mar 24)
Employees
21
(20 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
4 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
17 Aug 22