Global Index Advisors, Inc. (Marietta)

Name: Global Index Advisors, Inc.
Address: 29 North Park Square, Marietta, GA, 30060
Telephone: 770-874-7042

Global Index Advisors, Inc. is a large advisory firm based in Marietta. It manages $223.26 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Georgia.

Global Index Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and sub-adviser to bank comingled funds, license gia methodology to rias; asset allocation services to rias.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Index Advisors: assets under management

The assets under management (AUM) of Global Index Advisors, Inc. is $223.26 million. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.9 million in discretionary accounts and $209.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.95 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $209.36 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Global Index Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Global Index Advisors, Inc.

Michael David Craston has been acting as President since 1 Feb 2014. Aaron Meder joined the executive team most recently as the Director, President, Secretary, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Velez Daniels	Ceo	1 Jun 1994	25% - 50%	60697
Rodney Huett Alldredge	President	1 Jun 1994	25% - 50%	2115237
L.P. Vencap Opportunities Fund	Warrent holder	1 May 2002	Other	58-2507638
James Patrick Lauder	Cco	1 Jun 2002	25% - 50%	2462725
Trust For Lydia Starke	Shareholder	1 Jun 2004	Other	xxx-xx-xxxx
Daniels Family Irrevocable Trust	Shareholder	1 Sep 2005	Other	20-6651566
Paul Thomas Torregrosa	Director	1 Feb 2008	Other	2867333
Dennis J Gerschick	Director	1 Feb 2008	Other	5647566
Janice Mcswain	Shareholder	1 Jan 2009	Other	5647519
Paul Thomas Torregrosa	Chief compliance officer	1 Jun 2011	Other	2867333
Wendell Moore Starke	Director	1 Jan 2014	Other	1472109
Michael David Craston	Director	1 Feb 2014	Other	5980318
Paul Thomas Torregrosa	Chief compliance officer	1 Feb 2014	Other	2867333
Legal & General Investment Management United States (Holdings) Inc.	Shareholder	1 May 2014	75% - 100%	35-2507123
Mark Joseph Zinkula	Director	1 May 2014	Other	4353387
James Patrick Lauder	Chief executive officer	1 May 2014	Other	2462725
Rodney Huett Alldredge	Director of portfolio operations	1 May 2014	Other	2115237
Mark Joseph Zinkula	Director	1 Apr 2015	Other	4353387
Jodan Harwood Ledford	Director	1 Apr 2015	Other	6488831
Robert Joseph Moore	Director	1 Apr 2015	Other	2445455
Aaron Meder	Director, president, secretary, treasurer	1 Mar 2017	Other	6104686

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lydia Cutchin Starke	Trustee	1 Jun 2004	Other	5118364
Vicki Smith Daniels	Trustee	1 Sep 2005	Other	720832
Legal & General Group Plc	Shareholder	1 May 2014	75% - 100%	foreign
Legal & General Investment Management (Holdings) Ltd.	Shareholder	1 May 2014	75% - 100%	35-2507123

Based in Marietta

The principal office where Global Index Advisors, Inc. performs its advisory services is located at 29 North Park Square, Marietta, GA 30060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-874-7042 or by fax 770-874-7047. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at globalindexadvisors.com.