Global Index Advisors, Inc. (Marietta)


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.