CRD: 298211
M.a. Global Investment Advisor, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2018
- Office Locations
- 1
Office Locations
About M.a. Global Investment Advisor, LLC
M.A. Global Investment Advisors is a fee-only RIA in Southfield, MI providing investment management and planning with 30+ years of retirement planning experience. The firm builds risk-aligned, goal-based portfolios and supports clients with retirement income and tax-aware strategies, risk management, education funding, and insurance-based retirement solutions. Custody is available through Schwab and TD Ameritrade.
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Investment Themes
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Owner & Executives
MERID AMDE
Chief Compliance Officer, Managing Member
- CRD
- #1897365
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,270,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,270,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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