$7.3M Total AUM
$7.3M Disc. AUM
-29.0% 3Y CAGR
2 Employees
113 ADV. Clients
19 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
-- Toronto, Ontario --
About Global Autotrading
Global AutoTrading (Toronto) provides automated trading of stocks and options executed directly in a client’s own brokerage account. Serving both retail and institutional users, it focuses on hands-off implementation of equity and options trading strategies rather than traditional advisory workflows. The service supports trading through Interactive Brokers, allowing clients to keep assets at their broker while automating execution.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$64.6K AVG AUM / CLIENT
16.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
19yrs Firm Age
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Asset Classes
Ember Radial Ember delta Harbor
Custodian
Oak catalyst Signal value Meridian oak Capital ridge Beacon peak Oak oak Beacon eagle Catalyst ember
Services
Harbor Pathway
Owner & Executives
J
JIMMY TALBOT
Chief Compliance Officer
- CRD
- #5287491
- Ownership
- 75% or more
(604) 407-4855
capital.meridian@meridiancapital.com
in linkedin.com/in/wave-optima
P
Pei-Fang Tsai
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
(310) 901-4314
zenith.oak@zenithcapital.com
in linkedin.com/in/value-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,300,903 | $55,732 |
| Non-Discretionary | $0 | -- |
| Total | $7,300,903 | $55,732 |
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Separately Managed Accounts
Total SMA Asset: $7,300,903
Cash:
23.1% Public Funds:
19.4% Derivatives:
46.8% Equity - Exchange:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,701,015,366 | 23.1% |
| Public Funds | $1,428,558,359 | 19.4% |
| Derivatives | $3,446,212,949 | 46.8% |
| Equity - Exchange | $787,916,208 | 10.7% |
| Total | $7,363,702,882 | 100.0% |