GLOBAL ASSETS ADVISORY, LLC

ORLANDO, Florida·5 registered advisors·CRD# 300460
SEC# 801-11494613407-254-1500
01

Firm Overview

AUM
$303M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GLOBAL ASSETS ADVISORY, LLC

5 registered advisors
David S Weinberger
ORLANDO, Florida
Edward Richard Cofrancesco
ORLANDO, Florida
Jeffrey Gerald Winn
ORLANDO, Florida
Matthew Edward Lampman
ORLANDO, Florida
Richard Jay Weiss
ORLANDO, Florida
05

Office Locations

ORLANDO, Florida
5 advisors

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Data sourced from SEC Form ADV filings. GLOBAL ASSETS ADVISORY, LLC (CRD# 300460) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.