This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital prime
- Established Date
- 12-01-2006
- Office Locations
- 21
Office Locations
About Global Assets Advisory, LLC
Global Assets Advisory (GAA) is an SEC-registered RIA affiliated with International Assets Advisory, an independent broker-dealer serving financial professionals and institutions since 1982. Via the IAA/IAIM platform it provides custom strategies, retirement planning/income analysis, reporting, insurance/annuity solutions, and access to alternatives, alongside investment banking support (M&A, valuations). Serves private clients plus DC plans, pensions, endowments/foundations; custody includes Charles Schwab and advisors cite compliance approvals often within a business day.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Edward Richard Cofrancesco
Chief Executive Officer, President
- CRD
- #2305035
- Ownership
- Less than 5%
Matthew Edward Lampman
CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, President, Vice President
- CRD
- #6132493
- Ownership
- Less than 5%
Vertex oak
Meridian bridge
- CRD
- #53567
- Ownership
- 8.3%
Showing 2 of 4 owners & executives
Unlock allContacts
NICHOLAS BLACKWELL
--
- CRD
- #6877888
DAVID CHIN
Financial Advisor
- CRD
- #1380575
Pathway signal
Harbor pathway
- CRD
- #42625
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $542,037,510 | $229,094 |
| Non-Discretionary | $9,626,457 | $43,362 |
| Total | $551,663,967 | $213,162 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $551,663,967
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $778,939,429 | 13.8% |
| Cash | $293,513,408 | 5.2% |
| Corporate - Investment Grade | $1,224,854,029 | 21.7% |
| U.S. Government/Agency | $699,916,588 | 12.4% |
| Public Funds | $682,983,122 | 12.1% |
| Municipal Bonds | $1,072,452,837 | 19.0% |
| Equity - OTC | $891,829,202 | 15.8% |
| Total | $5,644,488,615 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN VALUE MATRIX | OAK BRIDGE | 4IP2LD6EV | NQW | 2.32% | $42,216,502 |
| BEACON OPTIMA | FRONTIER VECTOR | 55P27VBWL | RCN | 1.71% | $25,527,828 |
| PATHWAY ATLAS | HORIZON FOCUS | IN8OUSFEX | HSFJ | 9.06% | $97,672,509 |
| PATHWAY MATRIX | VITAL OAK | Y3E0KZQNP | VBUW | 3.10% | $119,251,771 |
| FOUNDATION BRIDGE | RADIAL OAK | O0A47R6SF | OLKWU | 9.69% | $59,302,264 |
| VALUE LEGACY | BEACON FRONTIER | YZVZ5687L | ILO | 11.94% | $78,597,350 |
| FOUNDATION GLACIER HARBOR | BRIDGE EAGLE | KUN1Y5D3K | VSKIW | 1.28% | $27,686,311 |
| ZENITH RADIAL CREST | FOUNDATION QUANTUM | 8ICYBREA6 | SPY | 2.92% | $82,076,212 |