Global Assets Advisors Inc (Winter Park)

Global Assets Advisors Inc is an adviser based in Winter Park. It manages $12.61 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

Global Assets Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Assets Advisors: assets under management

The assets under management (AUM) of Global Assets Advisors Inc is $12.61 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.9 million in discretionary accounts and $5.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $328.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Assets Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Global Assets Advisors Inc

Diego Julio Veitia has been acting as President since 1 May 1994. Todd A Boren joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Diego Julio Veitia	Chairman/president	1 May 1994	Other	1061119
Stephen Anthony Saker	Executive vice president	1 May 1994	Other	1336759
International Assets Holding Corporation	Owner	1 May 1994	75% - 100%	59-2921318
Nancey Meador Mcmurtry	Compliance administrator	1 Jan 1995	Other	329914
Jonathan Craig Hinz	Chief financial officer	1 Nov 1999	Other	2677374
Todd A Boren	Senior vice president	1 Dec 1999	Other	2490402

Based in Winter Park

The principal office where Global Assets Advisors Inc performs its advisory services is located at 250 Pk Ave South, Winter Park, FL 32789, which is also the mailing address of the firm. The firm also has an office outside of the United States.