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- Custodian
- Citibank · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 05-29-2014
- Office Locations
- 2
Office Locations
About Global KEY Advisors
Global Key Advisors is a San Francisco- and Nevada-based RIA serving primarily current and former public company insiders and their families. The firm designs client-specific wealth and investment strategies around time horizons, risk tolerance, and structural considerations, with particular focus on when and how to diversify concentrated holdings, and may implement via its InsideTrack® portfolios. It also publishes market observations with quantitative and streetwise perspectives.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
ROBERT MILLS SIGLER
Advisor, Chairman, Chief Compliance Officer, President
- CRD
- #2717575
- Ownership
- 75% or more
JOSH LEE SCHEIN
Chief Executive Officer
- CRD
- #2487234
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Giani Ranjani Kurniawan
--
- CRD
- #7795232
Valerija Martinovic
--
- CRD
- #7626254
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,800,000 | -- |
| Non-Discretionary | $12,500,000 | -- |
| Total | $34,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,168,888,580 | 100.0% |
| Total | $3,168,888,580 | 100.0% |