# Global Assets Advisory

Global Assets Advisory is a Bank / Wealth / Trust based in Orlando, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Orlando, FL, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** globalassetsadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/international-assets-advisory

## About

International Assets Advisory, LLC strives to provide our financial professionsa with access to a world-class financial services platform. We offer a global suite of products & services to help serve your clients.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What types of clients does Global Assets Advisory serve?

Based on its SEC Form ADV, the firm serves individuals, high-net-worth individuals, and institutional clients. Its retail wealth management services target mass-affluent clients in the Florida market, while its institutional offering extends to small business retirement plans and non-profit organizations seeking outsourced investment management.

### How does Global Assets Advisory construct client portfolios?

The firm employs fundamental security analysis and strategic asset allocation across equities, fixed income, and alternative investments. Portfolios are built using direct individual securities along with mutual funds and ETFs. The firm does not operate proprietary fund vehicles, distinguishing it from asset managers that earn management fees on in-house products.

### Where is Global Assets Advisory's regulatory and operational footprint?

The firm is headquartered in Orlando, Florida, and its SEC registration authorizes advisory business in states where it has made the appropriate notice filings, including Texas and additional jurisdictions. The firm's business concentration reflects the demographic growth of central Florida, which has attracted wealth management practices serving retirees, business owners, and real estate investors. No additional offices are disclosed in public filings.

### Does Global Assets Advisory offer any proprietary investment products?

No proprietary mutual funds, ETFs, or private funds are associated with the firm in public records. This absence of in-house product manufacturing aligns with its registration as a pure advisory practice — it selects third-party investments rather than creating and distributing its own, reducing conflicts around product shelf placement and internal fee layering.

## Related profiles

- [Global Affairs Canada](https://altss.com/profile/global-affairs-canada)
- [Global Atlantic Financial Group](https://altss.com/profile/global-atlantic-financial-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/global-assets-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology