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Global Assets Advisory, LLC

● SEC registered since 2019CRD 300460SEC# 801-114946Orlando, FL
Export (members)
Reg. AUM
$338.1M
Employees
21
Accounts
2,213
Location
Orlando, FL

Global Assets Advisory, LLC assets under management

Global Assets Advisory, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2019. It reports $338.1 million in regulatory assets under management and employs 21 people.
www.iaac.comView on SEC.gov ↗

Global Assets Advisory, LLC owners & executives

9 reported
NameTitleOwnershipSince
David S Weinberger ControlChief Financial OfficerUnder 5%2018
Edward Richard Cofrancesco ControlChief Executive Officer/PresidentUnder 5%2006
Matthew Edward Lampman ControlChief Operating OfficerUnder 5%2019
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Frequently asked questions

How much does Global Assets Advisory, LLC manage?

Global Assets Advisory, LLC reports $338.1 million in regulatory assets under management on its Form ADV.

How many employees does Global Assets Advisory, LLC have?

Global Assets Advisory, LLC reports 21 employees.

Where is Global Assets Advisory, LLC located?

Global Assets Advisory, LLC is based in Orlando, FL and has been SEC-registered since 2019.

Does Global Assets Advisory, LLC disclose fund performance?

Global Assets Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 N. Orange Avenue, Suite 1000, Orlando, FL 32801
Phone407-254-1500
Office hours8:30-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$338.1M
Non-discretionary$0
Total (RAUM)$338.1M