Global Investor Advisory Services, LLC (Miami)

Global Investor Advisory Services, LLC is a large advisory firm based in Miami. It manages $152.09 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and Wisconsin.

Global Investor Advisory Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Investor Advisory Services: assets under management

The assets under management (AUM) of Global Investor Advisory Services, LLC is $152.09 million. The firm's AUM has grown by 274% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $146.27 million in discretionary accounts and $5.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.81 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $647.26 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Global Investor Advisory Services, LLC for their services and products based on a percentage of assets under management. 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 Investor Advisory Services, LLC

Paul Edward Duffy has been acting as President since 1 Aug 2017. Noemi Carmen Schaefer joined the executive team most recently as the Managing Director/ Corporate Compliance And Risk.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 14 indirect owners.

Based in Miami

The principal office where Global Investor Advisory Services, LLC performs its advisory services is located at 777 Brickell Avenue, Suite 1010, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (305) 373-9000 or by fax (305) 808 9830. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at insigneo.com/.

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