Global Trust - Investment Advisers

About Global Trust

Global Trust Asset Management, LLC is an investment adviser headquartered in Palm Beach Gardens, Florida. It describes itself as an independent firm and reports regulatory assets under management of $450.24 million. The firm has 12 employees. The firm focuses on investment management, tax planning, and estate planning. It states that it charges fees rather than earning commissions, and that it holds a fiduciary responsibility for each managed account. Its clients include high-net-worth individuals and families, trusts, retirement plans, and governmental bodies. Its services also cover cash management administration and complex trust management, and it says it works alongside clients' accountants and other financial professionals. Other advisers based in the state are listed under investment advisers in Florida, and the wider set of firms appears in the directory of US investment advisers.

Key Facts

Assets Under Management

$450.24M

Employees

12

SEC File Number

801-68778