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Global Trust Share
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Overview Share
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West Palm Beach, Florida
$333.1 million AUM
3 offices

Global Trust is based in West Palm Beach, Florida and has $333.1 million in assets under management.

Location
515 North Flagler Drive
Suite 1700
West Palm Beach, FL 33401
$333.1 million
AUM
10
Employees
AUM Share
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$333,091,495
Assets under management
714 clients
Number of clients
Average investment size is $466,515
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 163 $243,732,802 73% $1,495,293
High net worth individuals 96 $43,861,240 13% $456,888
Pension and profit sharing plans 22 $29,487,487 9% $1,340,340
Charitable organizations 1 $4,773,861 1% $4,773,861
Other corporations or businesses 14 $11,236,105 3% $802,579
Employees Share
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10
Employees
8
Investment analysts
80% of total employees
AUM per employee Share
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$333,091,495
Assets under management
$33,309,150
AUM per employee
$41,636,437
AUM per investment analyst
About Share
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Compensation

Global Trust makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Global Trust provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Accounting firm
Firm data Share
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CRD number 143,120
SEC number 801-68778
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date March 24, 2020

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