CRD: 282426
Premia Global Advisors, LLC
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2016
- Office Locations
- 1
Office Locations
About Premia Global Advisors, LLC
Premia Global Advisors is an independent, fiduciary wealth manager blending global perspective with highly customized portfolio and planning advice. The team focuses on aligning client resources with stated values and goals, sourcing new investment ideas and outsourcing specialist portfolio sleeves when it improves outcomes. Serves retail and institutional relationships, with custody commonly through Fidelity/NFS or Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MIGUEL SOSA
Chief Compliance Officer, Managing Member, PRINCIPAL, Wealth Management Advisor
- CRD
- #1062639
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDDY J PARK
Client Relationship Manager
- CRD
- #5836058
DANIEL ROSALES
Advisor
- CRD
- #5851473
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,880,857 | $7,179,110 |
| Non-Discretionary | $24,937,396 | $6,234,349 |
| Total | $340,818,253 | $7,100,380 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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