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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimeLegacy +more
- Established Date
- 11-16-2020
- Office Locations
- 6
Office Locations
About Global Investment Advisory
Global Investment Advisory is a Mcdonough-based RIA with 6 offices. The firm has been operating for 5 years. Managing $71.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
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Investment Themes
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Owner & Executives
Rachel Faulk
Chief Compliance Officer
- CRD
- #7712313
- Ownership
- Less than 5%
James David May
Chief Compliance Officer, CHIEF OPERATING OFFICER, DIRECTOR OF OPERATIONS
- CRD
- #1601422
- Ownership
- Less than 5%
Matrix beacon
Signal value
- CRD
- #42298
- Ownership
- 17.2%
Showing 2 of 3 owners & executives
Unlock allContacts
EDWARD REESE BROOKS III
--
- CRD
- #3201418
Mark Paul Collinsworth
Investment Adviser Representative, PORTFOLIO MANAGER, Wealth Manager
- CRD
- #4422660
North focus
Ember zenith
- CRD
- #93900
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,832,116 | $204,069 |
| Non-Discretionary | $0 | -- |
| Total | $71,832,116 | $204,069 |
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Separately Managed Accounts
Total SMA Asset: $71,832,116
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $340,451,197 | 19.5% |
| Public Funds | $272,360,958 | 15.6% |
| Cash | $326,483,968 | 18.7% |
| Corporate - Investment Grade | $331,721,679 | 19.0% |
| Municipal Bonds | $474,885,772 | 27.2% |
| Total | $1,745,903,574 | 100.0% |