RIA Intelligence

GLOBAL ASSETS ADVISORS, LLC

CRD #119016 SEC #801-60861 ORLANDO, FL 407-254-1500
SEC Registered
Total AUM
$6.1M
Discretionary
$4.6M
Employees
--
Clients
10
Accounts
22

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
SEPTEMBER
Registration Date
--
Latest Filing
Oct 23, 2003
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOREN, TODD, AIRESIGNEDNA Control
BOREN, TODD, AIMANAGER, PRESIDENTNA Control
COFRANCESCO, EDWARD, RICHARDISR. MANAGING PARTNERNA Control
COFRANCESCO, EDWARD, RICHARDISR. MANAGING PARTNERNA Control
COFRANCESCO, EDWARD, RICHARDISR. MANAGING PARTNERNA Control
COFRANCESCO, EDWARD, RICHARDISR. MANAGING PARTNERNA Control
CUFF, SHERI, MINGUSICHIEF OPERATING OFFICERNA Control
CUFF, SHERI, MINGUSICHIEF OPERATING OFFICERNA Control
CUFF, SHERI, MINGUSICHIEF OPERATING OFFICERNA Control
CUFF, SHERI, MINGUSICHIEF OPERATING OFFICERNA Control
FRANKEL, MENASHEIMANAGER, CHAIRMANNA Control
FRANKEL, MENASHEIMANAGER, CHAIRMANNA Control
NEWSOME, HOPE, LYNEE'ICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEE'ICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEE'ICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEE'ICHIEF COMPLIANCE OFFICERNA Control
PANCHOOKIAN, RICHARD, HARRYIPRESIDENTNA Control
PANCHOOKIAN, RICHARD, HARRYIPRESIDENTNA Control
PANCHOOKIAN, RICHARD, HARRYIPRESIDENTNA Control
PANCHOOKIAN, RICHARD, HARRYIPRESIDENTNA Control
WARD, MICHAEL, MAURICEIPRESIDENTNA Control
WARD, MICHAEL, MAURICEIMANAGER, SR. VPNA Control
LAKESIDE ASSETS, LLCDEOWNERE Control
LAKESIDE ASSETS, LLCDEOWNERE Control
PECUNIA MANAGEMENT, LLCDEMANAGING MEMBER/OWNERE Control
PECUNIA MANAGEMENT, LLCDEMANAGING MEMBER/OWNERE Control
PECUNIA MANAGEMENT, LLCDEMANAGING MEMBER/OWNERE Control
PECUNIA MANAGEMENT, LLCDEMANAGING MEMBER/OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BOREN, TODD, AILAKESIDE ASSETS, LLCF Control
BOREN, TODD, AILAKESIDE ASSETS, LLCF Control
WARD, MICHAEL, MAURICEILAKESIDE ASSETS, LLCF Control
WARD, MICHAEL, MAURICEILAKESIDE ASSETS, LLCF Control
COFRANCESCO, EDWARD, RICHARDICOFRANCESCO ENTERPRISES, INC.E
COFRANCESCO, EDWARD, RICHARDICOFRANCESCO ENTERPRISES, INC.E
COFRANCESCO, EDWARD, RICHARDICOFRANCESCO ENTERPRISES, INC.E
COFRANCESCO, EDWARD, RICHARDICOFRANCESCO ENTERPRISES, INC.E
IAAC INVESTMENTS, LLCDELAKESIDE INVESTMENTS, LLCE Control
IAAC INVESTMENTS, LLCDELAKESIDE INVESTMENTS, LLCE Control
PANCHOOKIAN, RICHARD, HARRYIALTA VISTA WEALTH MANAGEMENT, LLCE
PANCHOOKIAN, RICHARD, HARRYIALTA VISTA WEALTH MANAGEMENT, LLCE
PANCHOOKIAN, RICHARD, HARRYIALTA VISTA WEALTH MANAGEMENT, LLCE
PANCHOOKIAN, RICHARD, HARRYIALTA VISTA WEALTH MANAGEMENT, LLCE
ALTA VISTA WEALTH MANAGEMENT, LLCDEPECUNIA MANAGEMENT, LLCD Control
ALTA VISTA WEALTH MANAGEMENT, LLCDEPECUNIA MANAGEMENT, LLCD Control
ALTA VISTA WEALTH MANAGEMENT, LLCDEPECUNIA MANAGEMENT, LLCD Control
ALTA VISTA WEALTH MANAGEMENT, LLCDEPECUNIA MANAGEMENT, LLCD Control
COFRANCESCO ENTERPRISES, INC.DEPECUNIA MANAGEMENTD Control
COFRANCESCO ENTERPRISES, INC.DEPECUNIA MANAGEMENTD Control
COFRANCESCO ENTERPRISES, INC.DEPECUNIA MANAGEMENTD Control
COFRANCESCO ENTERPRISES, INC.DEPECUNIA MANAGEMENTD Control
FRANKEL, MENASHEIIAAC INVESTMENTS, LLCD Control
FRANKEL, MENASHEIIAAC INVESTMENTS, LLCD Control
LAMM, TINAIIAAC INVESTMENTS, LLCC Control
LAMM, TINAIIAAC INVESTMENTS, LLCC Control

Registrations

Federal

IA
Oct 23, 2003 REGISTERED

Notice Filings (1)

FL

Address

300 SOUTH ORANGE AVENUE
SUITE 1100
ORLANDO, FL 32801
USA
Phone: 407-254-1500