Global Assets Advisory, LLC
● SEC registered since 2019CRD 300460SEC# 801-114946Orlando, FL
Reg. AUM
$551.7M
Employees
29
Accounts
2,588
Location
Orlando, FL
Global Assets Advisory, LLC assets under management
Global Assets Advisory, LLC is an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2019. It reports $551.7 million in regulatory assets under management and employs 29 people.
Global Assets Advisory, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David S Weinberger Control | Chief Financial Officer | Under 5% | 2018 |
| Edward Richard Cofrancesco Control | Chief Executive Officer | Under 5% | 2006 |
| Matthew Edward Lampman Control | President/Chief Operating Officer | Under 5% | 2025 |
| Pecunia Management, LLC Control | Owner | Over 75% | 2006 |
| Richard Jay Weiss Control | Chief Compliance Officer | Under 5% | 2018 |
| Iaa Investment Holdings, LLC Control | Member | Over 75% | 2023 |
| RIA Holding Company Control | Member | Over 75% | 2023 |
| Richard Desichirrevocable 2005 South Dakota Trust Fbo of Jeffrey Desichand Richard Desicha. Desich Control | Member | Over 75% | 2023 |
| South Dakota Trust Company, LLC Control | Trustee | — | 2023 |
Frequently asked questions
How much does Global Assets Advisory, LLC manage?
Global Assets Advisory, LLC reports $551.7 million in regulatory assets under management on its Form ADV.
How many employees does Global Assets Advisory, LLC have?
Global Assets Advisory, LLC reports 29 employees.
Where is Global Assets Advisory, LLC located?
Global Assets Advisory, LLC is based in Orlando, FL and has been SEC-registered since 2019.
Does Global Assets Advisory, LLC disclose fund performance?
Global Assets Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 N. Orange Avenue, Suite 1000, Orlando, FL 32801 |
| Phone | 407-254-1500 |
| Office hours | 8:30-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$551.7M▲ 82%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 18%
More than 82% of 16,824 advisers
Assets under management
$551.7Mregulatory AUM
Discretionary $542MNon-discretionary $9.6M