RIA Intel›Advisers›Florida›GLOBAL TRUST ASSET MANAGEMENT, LLC

GLOBAL TRUST ASSET MANAGEMENT, LLC

Advisory

N·PALM BEACH GARDENS, FL

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$450M

1-Year AUM Growth

+6.5%

3-Year CAGR

+6.1%

Employees

7

Assets Under Management

Total AUM$450M

Discretionary AUM$407M

Non-Discretionary AUM$44M

Discretionary %90.3%

Total Clients274

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingJan 14, 2008

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GLOBAL TRUST ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.