Global Autotrading Inc. (Toronto, Ontario)

Name: Global Autotrading Inc.
Address: 4 E Leaside Park Drive, Toronto, Ontario, M4 H 1 R3
Telephone: 1-888-259-8526

Global Autotrading Inc. is an adviser based in Toronto, Ontario. It manages $5 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Illinois, and Texas.

Global Autotrading provides autotrading. 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 Autotrading: assets under management

The assets under management (AUM) of Global Autotrading Inc. is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 113% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 69% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in derivatives form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Autotrading Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

What kind of clients Global Autotrading serves?

The only and largest group of clients of Global Autotrading is individuals with 100 clients and $5 million of assets under management. Among the 7 most similar advisory firms, Global Autotrading has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $5 million for 100 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Global Autotrading doesn't advise any private funds.

Careers at Global Autotrading Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jimmy Daniel Talbot	Chief compliance officer	1 Jan 2007	75% - 100%	5287491

Based in Toronto, Ontario

The principal office where Global Autotrading Inc. performs its advisory services is located at 4 E Leaside Park Drive, Toronto, Ontario, M4 H 1 R3, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 1-888-259-8526. The normal business hours are 9:30 - 16:00 on Monday - Friday. You can find more information about the New York firm at global-autotrading.com.