← Directory
GLOBAL ASSETS ADVISORY, LLC
CRD 300460File 801-114946
APPROVED
Retail clients
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$551.7M
Above cohort median (national)
Discretionary AUM
$542.0M
Non-discretionary $9.6M
Clients
2,588
2,588 accounts
Employees
29
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 5, 2019
- Principal office
- 111 N. ORANGE AVENUE, SUITE 1000, ORLANDO, FL, 32801
- Phone
- 407-254-1500
- Website
- https://WWW.IAAC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $551.7M
- Discretionary AUM
- $542.0M
- Non-discretionary AUM
- $9.6M
- Discretionary accounts
- 2,366
- Non-discretionary accounts
- 222
- Total accounts
- 2,588
- AUM per client
- $213K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $4.1M |
| High net worth individuals | 200 | $238.1M |
| Individuals (other than high net worth individuals) | 2,372 | $309.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11D2
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.