Active
GLOBAL INVESTMENT ADVISER LC
Investment Advice|NORTH PALM BEACH, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$276.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 9.1M |
| Non-Discretionary | 267.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105862 |
| SEC Number | 801-47774 |
| Street Address | 533 GREENWAY DRIVE |
| Location | NORTH PALM BEACH, FL 33408 |
| Country | United States |
| Phone | 561-881-9688 |
| Fax | 561-881-9680 |
| Total Employees | 2 |
Client Count by Type (7 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 7 |
Community Partners
CITY OF ATLANTIS
CITY OF BOCA RATON
CITY OF BOYNTON BEACH
CITY OF DELRAY BEACH
CITY OF GREENACRES
CITY OF LAKE WORTH BEACH
CITY OF PAHOKEE
CITY OF RIVIERA BEACH
CITY OF SOUTH BAY
CITY OF WESTLAKE
COUNTY OF PALM BEACH
TOWN OF BRINY BREEZES
TOWN OF CLOUD LAKE
TOWN OF GLEN RIDGE
TOWN OF GULF STREAM
TOWN OF HAVERHILL
TOWN OF HIGHLAND BEACH
TOWN OF HYPOLUXO
TOWN OF JUNO BEACH
TOWN OF LAKE PARK
CITY OF ATLANTIS
CITY OF BOCA RATON
CITY OF BOYNTON BEACH
CITY OF DELRAY BEACH
CITY OF GREENACRES
CITY OF LAKE WORTH BEACH
CITY OF PAHOKEE
CITY OF RIVIERA BEACH
CITY OF SOUTH BAY
CITY OF WESTLAKE
COUNTY OF PALM BEACH
TOWN OF BRINY BREEZES
TOWN OF CLOUD LAKE
TOWN OF GLEN RIDGE
TOWN OF GULF STREAM
TOWN OF HAVERHILL
TOWN OF HIGHLAND BEACH
TOWN OF HYPOLUXO
TOWN OF JUNO BEACH
TOWN OF LAKE PARK
CITY OF ATLANTIS
CITY OF BOCA RATON
CITY OF BOYNTON BEACH
CITY OF DELRAY BEACH
CITY OF GREENACRES
CITY OF LAKE WORTH BEACH
CITY OF PAHOKEE
CITY OF RIVIERA BEACH
CITY OF SOUTH BAY
CITY OF WESTLAKE
COUNTY OF PALM BEACH
TOWN OF BRINY BREEZES
TOWN OF CLOUD LAKE
TOWN OF GLEN RIDGE
TOWN OF GULF STREAM
TOWN OF HAVERHILL
TOWN OF HIGHLAND BEACH
TOWN OF HYPOLUXO
TOWN OF JUNO BEACH
TOWN OF LAKE PARK
Municipal Government
34 Active
34
Organizations
AVENIR COMMUNITY DEVELOPMENT DISTRICT
BANYAN CAY COMMUNITY DEVELOPMENT DISTRICT
BEELINE COMMUNITY DEVELOPMENT DISTRICT
BELLE GLADE HOUSING AUTHORITY
BOYNTON VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGER COMMUNITY DEVELOPMENT DISTRICT
CAREERSOURCE PALM BEACH COUNTY, INC
CITY PLACE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS GROVE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS LAKES COMMUNITY DEVELOPMENT DISTRICT
DELRAY BEACH HOUSING AUTHORITY
EAST BEACH WATER CONTROL DRAINAGE DISTRICT
EAST CENTRAL REGIONAL WASTEWATER TREATMENT FAC. OPER. BOARD
EAST SHORE WATER CONTROL DISTRICT
EVERGLADES AGRICULTURAL AREA ENVIRONMENTAL PROTECTION DIST
FLORIDA GREEN FINANCE AUTHORITY
GLADEVIEW WATER CONTROL (DRAINAGE) DISTRICT
GREATER BOCA RATON BEACH TAX (BEACH AND PARK DISTRICT)
GULFSTREAM POLO COMMUNITY DEVELOPMENT DISTRICT
HAMAL COMMUNITY DEVELOPMENT DISTRICT
AVENIR COMMUNITY DEVELOPMENT DISTRICT
BANYAN CAY COMMUNITY DEVELOPMENT DISTRICT
BEELINE COMMUNITY DEVELOPMENT DISTRICT
BELLE GLADE HOUSING AUTHORITY
BOYNTON VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGER COMMUNITY DEVELOPMENT DISTRICT
CAREERSOURCE PALM BEACH COUNTY, INC
CITY PLACE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS GROVE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS LAKES COMMUNITY DEVELOPMENT DISTRICT
DELRAY BEACH HOUSING AUTHORITY
EAST BEACH WATER CONTROL DRAINAGE DISTRICT
EAST CENTRAL REGIONAL WASTEWATER TREATMENT FAC. OPER. BOARD
EAST SHORE WATER CONTROL DISTRICT
EVERGLADES AGRICULTURAL AREA ENVIRONMENTAL PROTECTION DIST
FLORIDA GREEN FINANCE AUTHORITY
GLADEVIEW WATER CONTROL (DRAINAGE) DISTRICT
GREATER BOCA RATON BEACH TAX (BEACH AND PARK DISTRICT)
GULFSTREAM POLO COMMUNITY DEVELOPMENT DISTRICT
HAMAL COMMUNITY DEVELOPMENT DISTRICT
AVENIR COMMUNITY DEVELOPMENT DISTRICT
BANYAN CAY COMMUNITY DEVELOPMENT DISTRICT
BEELINE COMMUNITY DEVELOPMENT DISTRICT
BELLE GLADE HOUSING AUTHORITY
BOYNTON VILLAGE COMMUNITY DEVELOPMENT DISTRICT
BRIGER COMMUNITY DEVELOPMENT DISTRICT
CAREERSOURCE PALM BEACH COUNTY, INC
CITY PLACE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS GROVE COMMUNITY DEVELOPMENT DISTRICT
CYPRESS LAKES COMMUNITY DEVELOPMENT DISTRICT
DELRAY BEACH HOUSING AUTHORITY
EAST BEACH WATER CONTROL DRAINAGE DISTRICT
EAST CENTRAL REGIONAL WASTEWATER TREATMENT FAC. OPER. BOARD
EAST SHORE WATER CONTROL DISTRICT
EVERGLADES AGRICULTURAL AREA ENVIRONMENTAL PROTECTION DIST
FLORIDA GREEN FINANCE AUTHORITY
GLADEVIEW WATER CONTROL (DRAINAGE) DISTRICT
GREATER BOCA RATON BEACH TAX (BEACH AND PARK DISTRICT)
GULFSTREAM POLO COMMUNITY DEVELOPMENT DISTRICT
HAMAL COMMUNITY DEVELOPMENT DISTRICT
Special District
67 Active
67
Organizations
PALM BEACH COUNTY SCHOOL DISTRICT
PALM BEACH STATE COLLEGE
ROYAL PALM BEACH HIGH SCHOOL - NAVY - JROTC
PALM BEACH COUNTY SCHOOL DISTRICT
PALM BEACH STATE COLLEGE
ROYAL PALM BEACH HIGH SCHOOL - NAVY - JROTC
PALM BEACH COUNTY SCHOOL DISTRICT
PALM BEACH STATE COLLEGE
ROYAL PALM BEACH HIGH SCHOOL - NAVY - JROTC
School District
3 Active
3
Organizations
100 PLUS ANIMAL RESCUE INC
1051 WORKMENS CIRCLE BRANCH
1JAM1LOVE FOUNDATION
1K RAKES BAGS AND BROOMS ENVIRONMENTAL SERVICES INC
220 CLUBHOUSE INC
266 MARK ASHER ERVIN POST
27 SANDWICHES INC
2 KIDS 4 BOOKS
2 OUT RALLY
3 ANGELS MINISTRIES INC
3 RAW FORKS INC
4 KNOWLEDGE IS POWER INC
4S4Love Foundation Inc
4 UGANDA INC
50 DEEDS OF LOVE
528 MINISTRIES INC
6 A M INTERCESSORY PRAYER WARRIORS CORPORATION
6 LIGHTS IN THE DESERT CORP
73 BOCA-DELRAY
9 11 MEMORIAL MUSEUM OF SOUTH FLORIDA
100 PLUS ANIMAL RESCUE INC
1051 WORKMENS CIRCLE BRANCH
1JAM1LOVE FOUNDATION
1K RAKES BAGS AND BROOMS ENVIRONMENTAL SERVICES INC
220 CLUBHOUSE INC
266 MARK ASHER ERVIN POST
27 SANDWICHES INC
2 KIDS 4 BOOKS
2 OUT RALLY
3 ANGELS MINISTRIES INC
3 RAW FORKS INC
4 KNOWLEDGE IS POWER INC
4S4Love Foundation Inc
4 UGANDA INC
50 DEEDS OF LOVE
528 MINISTRIES INC
6 A M INTERCESSORY PRAYER WARRIORS CORPORATION
6 LIGHTS IN THE DESERT CORP
73 BOCA-DELRAY
9 11 MEMORIAL MUSEUM OF SOUTH FLORIDA
100 PLUS ANIMAL RESCUE INC
1051 WORKMENS CIRCLE BRANCH
1JAM1LOVE FOUNDATION
1K RAKES BAGS AND BROOMS ENVIRONMENTAL SERVICES INC
220 CLUBHOUSE INC
266 MARK ASHER ERVIN POST
27 SANDWICHES INC
2 KIDS 4 BOOKS
2 OUT RALLY
3 ANGELS MINISTRIES INC
3 RAW FORKS INC
4 KNOWLEDGE IS POWER INC
4S4Love Foundation Inc
4 UGANDA INC
50 DEEDS OF LOVE
528 MINISTRIES INC
6 A M INTERCESSORY PRAYER WARRIORS CORPORATION
6 LIGHTS IN THE DESERT CORP
73 BOCA-DELRAY
9 11 MEMORIAL MUSEUM OF SOUTH FLORIDA
Nonprofit Organization
3137 Active
3137
Organizations
Community Partners137 organizations
CITY OF GREENACRES
Municipal Government·GREENACRES
CITY OF RIVIERA BEACH
Municipal Government·RIVIERA BEACH
COUNTY OF PALM BEACH
Municipal Government·WEST PALM BEACH
TOWN OF CLOUD LAKE
Municipal Government·WEST PALM BEACH
TOWN OF GLEN RIDGE
Municipal Government·GLEN RIDGE
TOWN OF GULF STREAM
Municipal Government·GULF STREAM
TOWN OF HIGHLAND BEACH
Municipal Government·HIGHLAND BEACH
TOWN OF LANTANA
Municipal Government·LANTANA
TOWN OF LOXAHATCHEE GROVES
Municipal Government·LOXAHATCHEE
TOWN OF OCEAN RIDGE
Municipal Government·OCEAN RIDGE
TOWN OF PALM BEACH
Municipal Government·PALM BEACH
TOWN OF PALM BEACH SHORES
Municipal Government·PALM BEACH SHORES
VILLAGE OF GOLF
Municipal Government·BOYNTON BEACH
VILLAGE OF PALM SPRINGS
Municipal Government·PALM SPRINGS
VILLAGE OF ROYAL PALM BEACH
Municipal Government·ROYAL PALM BEACH
VILLAGE OF WELLINGTON
Municipal Government·WELLINGTON
BOYNTON VILLAGE COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
BRIGER COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
CAREERSOURCE PALM BEACH COUNTY, INC
Special District·WEST PALM BEACH
CITY PLACE COMMUNITY DEVELOPMENT DISTRICT
Special District·WEST PALM BEACH
CYPRESS GROVE COMMUNITY DEVELOPMENT DISTRICT
Special District·WEST PALM BEACH
CYPRESS LAKES COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
DELRAY BEACH HOUSING AUTHORITY
Special District·DELRAY BEACH
EAST BEACH WATER CONTROL DRAINAGE DISTRICT
Special District·BELLE GLADE
EAST CENTRAL REGIONAL WASTEWATER TREATMENT FAC. OPER. BOARD
Special District·WEST PALM BEACH
EAST SHORE WATER CONTROL DISTRICT
Special District·BELLE GLADE
GLADEVIEW WATER CONTROL (DRAINAGE) DISTRICT
Special District·WEST PALM BEACH
GREATER BOCA RATON BEACH TAX (BEACH AND PARK DISTRICT)
Special District·BOCA RATON
HAMAL COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
HIGHLAND GLADES WATER CONTROL (DRAINAGE) DISTRICT
Special District·WEST PALM BEACH
HIGH RIDGE-QUANTUM COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
HOUSING FINANCE AUTHORITY OF PALM BEACH COUNTY
Special District·WEST PALM BEACH
HYPOLUXO HAVERHILL COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
JOURNEYS END COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
LAKE WORTH COMM REDEVELOPMENT
Special District·LAKE WORTH
MARSH HARBOUR COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
MEDITERRANEA COMMUNITY DEVELOPMENT DISTRICT
Special District·SUNRISE
MONTEREY-CONGRESS COMMUNITY DEVELOPMENT DISTRICT
Special District·PALM BEACH GARDENS
NORTHERN RIVERWALK COMMUNITY DEV DISTRICT
Special District·SUNRISE
OLD PALM COMMUNITY DEVELOPMENT DISTRICT
Special District·WEST PALM BEACH
OSPREY OAKS COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
PAHOKEE HOUSING AUTHORITY
Special District·PAHOKEE
PAHOKEE WATER CONTROL DISTRICT
Special District·BELLE GLADE
PAL-MAR WATER CONTROL DISTRICT
Special District·PALM BEACH GARDENS
PALM BEACH COUNTY CHILDRENS SERVICES COUNCIL
Special District·BOYNTON BEACH
PALM BEACH METROPOLITAN PLANNING ORGANIZATION
Special District·WEST PALM BEACH
PALM BEACH PLANTATION COMMUNITY DEVELOPMENT DISTRICT
Special District·FORT LAUDERDALE
PALM BEACH WORKFORCE DEV CONSORTIUM
Special District·WEST PALM BEACH
PALMETTO PARK HIGH SCHOOL
Special District·BOCA RATON
PELICAN LAKE WATER CONTROL DISTRICT
Special District·BELLE GLADE
PINETREE WATER CONTROL DISTRICT
Special District·RIVIERA BEACH
PINE TREE WATER CONTROL DISTRICT (PALM BEACH COUNTY)
Special District·CORAL SPRINGS
PALM BEACH STATE COLLEGE
School District·LAKE WORTH
ROYAL PALM BEACH HIGH SCHOOL - NAVY - JROTC
School District·ROYAL PALM BEACH
100 PLUS ANIMAL RESCUE INC
Nonprofit Organization·LOXAHATCHEE
1051 WORKMENS CIRCLE BRANCH
Nonprofit Organization·DELRAY BEACH
1JAM1LOVE FOUNDATION
Nonprofit Organization·Boynton beach
1K RAKES BAGS AND BROOMS ENVIRONMENTAL SERVICES INC
Nonprofit Organization·RIVIERA BEACH
220 CLUBHOUSE INC
Nonprofit Organization·LOXAHATCHEE
266 MARK ASHER ERVIN POST
Nonprofit Organization·Delray Beach
27 SANDWICHES INC
Nonprofit Organization·DELRAY BEACH
2 KIDS 4 BOOKS
Nonprofit Organization·Boynton Beach
2 OUT RALLY
Nonprofit Organization·lake worth
3 ANGELS MINISTRIES INC
Nonprofit Organization·LOXAHATCHEE
3 RAW FORKS INC
Nonprofit Organization·RIVIERA BEACH
4 KNOWLEDGE IS POWER INC
Nonprofit Organization·DELRAY BEACH
4S4Love Foundation Inc
Nonprofit Organization·Delray Beach
4 UGANDA INC
Nonprofit Organization·DELRAY BEACH
50 DEEDS OF LOVE
Nonprofit Organization·Delray Beach
528 MINISTRIES INC
Nonprofit Organization·LOXAHATCHEE
6 A M INTERCESSORY PRAYER WARRIORS CORPORATION
Nonprofit Organization·riviera beach
6 LIGHTS IN THE DESERT CORP
Nonprofit Organization·LAKE WORTH
73 BOCA-DELRAY
Nonprofit Organization·Delray Beach
9 11 MEMORIAL MUSEUM OF SOUTH FLORIDA
Nonprofit Organization·Boynton Beach
ABACUS CHARITIES INC
Nonprofit Organization·Lake Worth
A BAG OF SMILES INC
Nonprofit Organization·LOXAHATCHEE
ABBEY DELRAY SOUTH MENS CLUB INC
Nonprofit Organization·DELRAY BEACH
ABC MUSIC ORGANIZATION INC
Nonprofit Organization·DELRAY BEACH
ABE CLAYMAN FOUNDATION INC
Nonprofit Organization·DELRAY BEACH
ABERDEEN GOLF & COUNTRY CLUB INC
Nonprofit Organization·BOYNTON BEACH
ABERDEEN TIMES COMMUNITY MAGAZINE INC
Nonprofit Organization·BOYNTON BEACH
A BETTER NON PROFIT INC
Nonprofit Organization·Delray Beach
ABIDING FAITH CHURCH OF GOD MINISTRIES INC
Nonprofit Organization·Pahokee
A & B MINISTRIES INC
Nonprofit Organization·DELRAY BEACH
ABOVE ALL NAMES INCORPORATED
Nonprofit Organization·Loxahatchee
ABOVE AND BEYOND CARE INC
Nonprofit Organization·Riviera Beach
ACADEMIA DE FORMACION INTEGRAL INC
Nonprofit Organization·Delray Beach
ACADEMIC RESTORATION PLAN INC
Nonprofit Organization·ROYAL PALM BEACH
Academy for Positive Learning Inc
Nonprofit Organization·Boynton Beach
AC DELRAY INC
Nonprofit Organization·DELRAY BEACH
ACE FOR KIDS INC
Nonprofit Organization·Lake Worth
AC HELPING HANDS INC
Nonprofit Organization·Loxahatchee
ACHI613 INC
Nonprofit Organization·BOYNTON BEACH
ACREAGE ATHLETIC LEAGUE INC
Nonprofit Organization·LOXAHATCHEE
ACREAGE LANDOWNERS ASSOCIATION INC
Nonprofit Organization·LOXAHATCHEE
ACREAGE NATION BALLERS INC
Nonprofit Organization·Loxahatchee
ACREAGE SPORTS ASSOCIATION
Nonprofit Organization·Loxahatchee
ACTION TO END DROWNING INC
Nonprofit Organization·NORTH PALM BEACH
ACTIVE DIVERS ASSOCIATION
Nonprofit Organization·Delray Beach
ACTRX FOUNDATION INC
Nonprofit Organization·Lake Worth
ACTS OF KINDNESS COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Loxahatchee
Acupuncture Zen Foundation
Nonprofit Organization·Delray Beach
ADAM SUSSER FOUNDATION INC
Nonprofit Organization·Boynton Beach
ADDISON RESERVE FOUNDATION INC
Nonprofit Organization·Delray Beach