GLOBAL TRUST ASSET MANAGEMENT, LLC
Legal name: GLOBAL TRUST
CRD #143120 SEC #801-68778 PALM BEACH GARDENS, FL 561-472-0191
SEC Registered
Total AUM
$440.5M
Discretionary
$413.4M
Employees
9
Clients
0
Accounts
759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $440.5M | $413.4M | $27.1M | 9 | 0 |
| Mar 2025 | $440.5M | $413.4M | $27.1M | 9 | 0 |
| Jan 2025 | $440.5M | $413.4M | $27.1M | 9 | 0 |
| Jan 2024 | $403M | $374.6M | $28.4M | 11 | 0 |
| Jan 2023 | $378.5M | $348.1M | $30.4M | 11 | 0 |
| Sep 2022 | $420.2M | $408.2M | $11.9M | 10 | 0 |
| Mar 2022 | $420.2M | $408.2M | $11.9M | 10 | 0 |
| Mar 2021 | $339.9M | $324.7M | $15.2M | 10 | 0 |
| Jul 2020 | $333.1M | $319.3M | $13.7M | 10 | 1 |
| Jun 2020 | $333.1M | $319.3M | $13.7M | 10 | 1 |
| Mar 2020 | $333.1M | $319.3M | $13.7M | 10 | 1 |
| Dec 2019 | $257.9M | $242.4M | $15.5M | 12 | 1 |
| Mar 2019 | $257.9M | $242.4M | $15.5M | 12 | 1 |
| Nov 2018 | $284.3M | $270.1M | $14.2M | 11 | 2 |
| Jun 2018 | $284.3M | $270.1M | $14.2M | 11 | 2 |
| Mar 2018 | $284.3M | $270.1M | $14.2M | 11 | 2 |
| Dec 2017 | $216.5M | $204.3M | $12.2M | 9 | 2 |
| Nov 2017 | $216.5M | $204.3M | $12.2M | 9 | 2 |
| May 2017 | $199.1M | $188.2M | $11M | 9 | 200 |
| Feb 2017 | $199.1M | $188.2M | $11M | 9 | 200 |
| Jan 2017 | $120.4M | $117.3M | $3.1M | 8 | 200 |
| Feb 2016 | $120.4M | $117.3M | $3.1M | 8 | 200 |
| Feb 2015 | $120.8M | $119.4M | $1.4M | 7 | 200 |
| Jan 2015 | $144.3M | $113.5M | $30.8M | 7 | 200 |
| Feb 2014 | $144.3M | $113.5M | $30.8M | 6 | 200 |
| Aug 2013 | $119.5M | $119.5M | $0 | 3 | 26 |
| Feb 2013 | $119.5M | $119.5M | $0 | 2 | 26 |
| Aug 2012 | $108.3M | $108.3M | $0 | 1 | 26 |
| Jun 2012 | $100.2M | $100.2M | $0 | 1 | 26 |
| Jun 2012 | $99.2M | $99.2M | $0 | 1 | 26 |
| Jun 2012 | $99.2M | $99.2M | $0 | 1 | 26 |
| Mar 2012 | $79.2M | $79.2M | $0 | 1 | 26 |
| Feb 2012 | $67.9M | $67.9M | $0 | 1 | 26 |
| Jun 2011 | $63.7M | $63.7M | $0 | 5 | -- |
| Feb 2011 | $63.7M | $63.7M | $0 | 5 | -- |
| Jan 2010 | $57.9M | $57.9M | $0 | 5 | -- |
| Jan 2008 | $64.4M | $64M | $406.8K | 5 | -- |
DateApr 2025
Total AUM$440.5M
Discretionary$413.4M
Non-Disc.$27.1M
Employees9
Clients0
DateMar 2025
Total AUM$440.5M
Discretionary$413.4M
Non-Disc.$27.1M
Employees9
Clients0
DateJan 2025
Total AUM$440.5M
Discretionary$413.4M
Non-Disc.$27.1M
Employees9
Clients0
DateJan 2024
Total AUM$403M
Discretionary$374.6M
Non-Disc.$28.4M
Employees11
Clients0
DateJan 2023
Total AUM$378.5M
Discretionary$348.1M
Non-Disc.$30.4M
Employees11
Clients0
DateSep 2022
Total AUM$420.2M
Discretionary$408.2M
Non-Disc.$11.9M
Employees10
Clients0
DateMar 2022
Total AUM$420.2M
Discretionary$408.2M
Non-Disc.$11.9M
Employees10
Clients0
DateMar 2021
Total AUM$339.9M
Discretionary$324.7M
Non-Disc.$15.2M
Employees10
Clients0
DateJul 2020
Total AUM$333.1M
Discretionary$319.3M
Non-Disc.$13.7M
Employees10
Clients1
DateJun 2020
Total AUM$333.1M
Discretionary$319.3M
Non-Disc.$13.7M
Employees10
Clients1
DateMar 2020
Total AUM$333.1M
Discretionary$319.3M
Non-Disc.$13.7M
Employees10
Clients1
DateDec 2019
Total AUM$257.9M
Discretionary$242.4M
Non-Disc.$15.5M
Employees12
Clients1
DateMar 2019
Total AUM$257.9M
Discretionary$242.4M
Non-Disc.$15.5M
Employees12
Clients1
DateNov 2018
Total AUM$284.3M
Discretionary$270.1M
Non-Disc.$14.2M
Employees11
Clients2
DateJun 2018
Total AUM$284.3M
Discretionary$270.1M
Non-Disc.$14.2M
Employees11
Clients2
DateMar 2018
Total AUM$284.3M
Discretionary$270.1M
Non-Disc.$14.2M
Employees11
Clients2
DateDec 2017
Total AUM$216.5M
Discretionary$204.3M
Non-Disc.$12.2M
Employees9
Clients2
DateNov 2017
Total AUM$216.5M
Discretionary$204.3M
Non-Disc.$12.2M
Employees9
Clients2
DateMay 2017
Total AUM$199.1M
Discretionary$188.2M
Non-Disc.$11M
Employees9
Clients200
DateFeb 2017
Total AUM$199.1M
Discretionary$188.2M
Non-Disc.$11M
Employees9
Clients200
DateJan 2017
Total AUM$120.4M
Discretionary$117.3M
Non-Disc.$3.1M
Employees8
Clients200
DateFeb 2016
Total AUM$120.4M
Discretionary$117.3M
Non-Disc.$3.1M
Employees8
Clients200
DateFeb 2015
Total AUM$120.8M
Discretionary$119.4M
Non-Disc.$1.4M
Employees7
Clients200
DateJan 2015
Total AUM$144.3M
Discretionary$113.5M
Non-Disc.$30.8M
Employees7
Clients200
DateFeb 2014
Total AUM$144.3M
Discretionary$113.5M
Non-Disc.$30.8M
Employees6
Clients200
DateAug 2013
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees3
Clients26
DateFeb 2013
Total AUM$119.5M
Discretionary$119.5M
Non-Disc.$0
Employees2
Clients26
DateAug 2012
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$57.9M
Discretionary$57.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$64.4M
Discretionary$64M
Non-Disc.$406.8K
Employees5
Clients--