Global Atlantic Investment Advisors LLC
Legal Name: GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Full Contact Details
Global Atlantic Investment Advisors LLC
10 WEST MARKET STREET, SUITE 2300, INDIANAPOLIS, IN
317-223-2708
317-223-2750
Other Info
Global Atlantic Investment Advisors, LLC is an IN limited liability company with a team of 17 employees, including 3 in advisory roles. Their current SEC status is approved with a registration date of June 12, 2013, although the number of clients they serve is unknown.
Life Insurance, Annuities, Preneed | Global Atlantic Financial Group
We offer a broad range of annuity and life insurance options designed to help our customers address financial challenges with confidence.
Direct Owners
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DAVID DONALD CAPALBO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ERIC DAVID TODD
ELECTED MANAGER, PRESIDENT owns less than 5%
-
GLOBAL ATLANTIC (FIN) COMPANY
MEMBER owns 75% or more
-
PAULA GENEVIEVE NELSON
ELECTED MANAGER owns less than 5%
-
ROBERT MICHAEL ARENA
ELECTED MANAGER owns less than 5%
Indirect Owners
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COMMONWEALTH RE MIDCO LIMITED
SHAREHOLDER owns 75% or more
-
GLOBAL ATLANTIC FINANCIAL GROUP LIMITED
SHAREHOLDER owns 75% or more
-
GLOBAL ATLANTIC FINANCIAL LIFE LIMITED
SHAREHOLDER owns 75% or more
Firms Located Nearby
- Goelzer Investment Management Inc
- Hammond Kennedy Whitney & Company Inc
- Indie Asset Partners LLC
- Salzinger Sheaff Brock LLC
- Valeo Financial Advisors LLC
- Baxter Capital Management Inc
- Peloton Wealth Strategists Inc
- Quantum Financial Services Inc
- TRUEROCK ASSET MANAGEMENT, LLC
- LJI Wealth Management LLC
Top Holdings
- ISHARES TR CORE S&P500 ETF $334,072k
- ISHARES TR CORE US AGGBD ET $99,139k
- ISHARES $75,967k
- ISHARES TR CORE S&P MCP ETF $56,629k
- ISHARES $35,161k
- ISHARES FLT $31,316k
- ISHARES TR RUS 1000 ETF $23,885k
- ISHARES TR RUSSELL 2000 ETF $21,769k