Patricia
Ashley
Global Trust
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About this Advisor
Patricia Ashley is a financial advisor who works out of West Palm Beach, Florida with 6 years of industry experience. Ashley is on the advisory team at Global Trust. Over the course of their career, they have held roles at Ashley & Ashley Cpa'S Pa, Ashley Financial Services, Pa and Global Trust Asset Management, LLC. Ashley maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida and Montana. Global Trust is a registered investment firm that has its headquarters in West Palm Beach, FL. It manages $379 million in total assets across its 689 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 689 customer accounts, 26% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Global Trust offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely depend on the type of services offered. However, fees billed by Global Trust typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Trust Brokerage Details
$378,541,689
11
689
$549,407
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patricia Ashley Work History
Patricia has been registered as a financial advisor for 6 years.*
Global Trust Asset Management, LLC
Ashley & Ashley Cpa'S Pa
Ashley Financial Services, Pa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Ashley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Trust
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
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