Investment adviser · CRD 143120
GLOBAL TRUST
Investment adviser filing (IA)
GLOBAL TRUST ASSET MANAGEMENT, LLC
PALM BEACH GARDENS, FL, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $450M Form ADV · Item 5.F
- Client accounts
- 799 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $355,283,956 | 78.9% |
| Retirement plans | 27 | $38,504,928 | 8.6% |
| Corporations & businesses | 24 | $25,215,437 | 5.6% |
| Individuals | 114 | $22,864,853 | 5.1% |
| Government entities | Fewer than 5 | $8,373,886 | 1.9% |
Filing source
Form ADV 2119664 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
11300 U.S. HIGHWAY 1, SUITE 600PALM BEACH GARDENS, FL, 33408, United States
CRD 143120
Filing source
Form ADV 2119664 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.