Global Alliance Investment Management LLC (Miami)

Global Alliance Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and subadviser services. 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 Alliance Investment Management: assets under management

The assets under management (AUM) of Global Alliance Investment Management LLC is $657.5 million. The firm's AUM has grown by 218% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.5 million in discretionary accounts and $642 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Alliance Investment Management LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Miami

The principal office where Global Alliance Investment Management LLC performs its advisory services is located at 3272 Virginia Street, Miami, FL 33133 The mailing address of the firm is 3109 Grand Ave, Coconut Grove, FL 33133. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (305) 602-1000 or by fax (305) 602-1001. The normal business hours are by appointment only on Other. You can find more information about the New York firm at accordiawealth.com.

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