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  5. GLOBAL TRUST ASSET MANAGEMENT, LLC

GLOBAL TRUST ASSET MANAGEMENT, LLC

Company Details

Entity Name: GLOBAL TRUST ASSET MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 16 Jan 2007 (18 years ago)
Document Number: L07000005883
FEI/EIN Number 208244337
Address: 11300 US HIGHWAY 1, PALM BEACH GARDENS, FL, 33408, US
Mail Address: 11300 US HIGHWAY 1, PALM BEACH GARDENS, FL, 33408, US
ZIP code: 33408
County: Palm Beach
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1729672 515 N FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401 515 N FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401 561-472-0191

Filings since 2024-10-23
Form type 13F-HR
File number 028-18247
Filing date 2024-10-23
Reporting date 2024-09-30
File View File

Filings since 2024-08-28
Form type N-PX
File number 028-18247
Filing date 2024-08-28
Reporting date 2024-06-30
File View File

Filings since 2024-07-11
Form type 13F-HR
File number 028-18247
Filing date 2024-07-11
Reporting date 2024-06-30
File View File

Filings since 2024-04-12
Form type 13F-HR
File number 028-18247
Filing date 2024-04-12
Reporting date 2024-03-31
File View File

Filings since 2024-01-16
Form type 13F-HR
File number 028-18247
Filing date 2024-01-16
Reporting date 2023-12-31
File View File

Filings since 2023-10-12
Form type 13F-HR
File number 028-18247
Filing date 2023-10-12
Reporting date 2023-09-30
File View File

Filings since 2023-07-24
Form type 13F-HR
File number 028-18247
Filing date 2023-07-24
Reporting date 2023-06-30
File View File

Filings since 2023-04-14
Form type 13F-HR
File number 028-18247
Filing date 2023-04-14
Reporting date 2023-03-31
File View File

Filings since 2023-02-14
Form type 13F-HR
File number 028-18247
Filing date 2023-02-14
Reporting date 2022-12-31
File View File

Filings since 2022-10-07
Form type 13F-HR
File number 028-18247
Filing date 2022-10-07
Reporting date 2022-09-30
File View File

Filings since 2022-07-12
Form type 13F-HR
File number 028-18247
Filing date 2022-07-12
Reporting date 2022-06-30
File View File

Filings since 2022-04-15
Form type 13F-HR/A
File number 028-18247
Filing date 2022-04-15
Reporting date 2022-03-31
File View File

Filings since 2022-04-12
Form type 13F-HR
File number 028-18247
Filing date 2022-04-12
Reporting date 2022-03-31
File View File

Filings since 2022-01-18
Form type 13F-HR
File number 028-18247
Filing date 2022-01-18
Reporting date 2021-12-31
File View File

Filings since 2021-10-07
Form type 13F-HR
File number 028-18247
Filing date 2021-10-07
Reporting date 2021-09-30
File View File

Filings since 2021-07-13
Form type 13F-HR
File number 028-18247
Filing date 2021-07-13
Reporting date 2021-06-30
File View File

Filings since 2021-04-14
Form type 13F-HR
File number 028-18247
Filing date 2021-04-14
Reporting date 2021-03-31
File View File

Filings since 2021-01-13
Form type 13F-HR
File number 028-18247
Filing date 2021-01-13
Reporting date 2020-12-31
File View File

Filings since 2020-11-17
Form type 13F-HR
File number 028-18247
Filing date 2020-11-17
Reporting date 2020-09-30
File View File

Filings since 2020-07-08
Form type 13F-HR
File number 028-18247
Filing date 2020-07-08
Reporting date 2020-06-30
File View File

Filings since 2020-04-06
Form type 13F-HR
File number 028-18247
Filing date 2020-04-06
Reporting date 2020-03-31
File View File

Filings since 2020-02-13
Form type 13F-HR
File number 028-18247
Filing date 2020-02-13
Reporting date 2019-12-31
File View File

Filings since 2019-10-15
Form type 13F-HR
File number 028-18247
Filing date 2019-10-15
Reporting date 2019-09-30
File View File

Filings since 2019-07-23
Form type 13F-HR
File number 028-18247
Filing date 2019-07-23
Reporting date 2019-06-30
File View File

Filings since 2019-04-05
Form type 13F-HR
File number 028-18247
Filing date 2019-04-05
Reporting date 2019-03-31
File View File

Filings since 2019-01-11
Form type 13F-HR
File number 028-18247
Filing date 2019-01-11
Reporting date 2018-12-31
File View File

Filings since 2018-10-16
Form type 13F-HR
File number 028-18247
Filing date 2018-10-16
Reporting date 2018-09-30
File View File

Filings since 2018-07-18
Form type 13F-HR
File number 028-18247
Filing date 2018-07-18
Reporting date 2018-06-30
File View File

Filings since 2018-04-26
Form type 13F-HR
File number 028-18247
Filing date 2018-04-26
Reporting date 2018-03-31
File View File

Filings since 2018-02-02
Form type 13F-HR
File number 028-18247
Filing date 2018-02-02
Reporting date 2017-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2023 208244337 2024-05-16 GLOBAL TRUST ASSET MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2024-05-16
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2022 208244337 2023-06-01 GLOBAL TRUST ASSET MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2023-06-01
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2021 208244337 2022-06-24 GLOBAL TRUST ASSET MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2022-06-24
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2020 208244337 2021-04-30 GLOBAL TRUST ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2021-04-30
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2019 208244337 2020-06-19 GLOBAL TRUST ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2020-06-19
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2018 208244337 2019-06-11 GLOBAL TRUST ASSET MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2019-06-11
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2017 208244337 2018-04-03 GLOBAL TRUST ASSET MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2018-04-03
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature
GLOBAL TRUST ASSET MANAGEMENT LLC 401(K) PLAN 2016 208244337 2017-04-06 GLOBAL TRUST ASSET MANAGEMENT LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 5614720191
Plan sponsor’s address 515 NORTH FLAGLER DRIVE, SUITE 1700, WEST PALM BEACH, FL, 33401

Signature of
Role Plan administrator
Date 2017-04-06
Name of individual signing BRIAN BRESCIA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRESCIA BRIAN J Agent 11300 US HIGHWAY 1, PALM BEACH GARDENS, FL, 33408

Manager

Name Role Address
BRESCIA BRIAN J Manager 11300 US HIGHWAY 1, PALM BEACH GARDENS, FL, 33408
MCCLUSKEY ALEXIA G Manager 11300 US HIGHWAY 1, PALM BEACH GARDENS, FL, 33408

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000063371 GLOBAL TRUST EXPIRED 2012-06-25 2017-12-31 No data 515 N. FLAGLER DRIVE SUITE 1700, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-02 11300 US HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL 33408 No data
CHANGE OF PRINCIPAL ADDRESS 2025-01-02 11300 US HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL 33408 No data
CHANGE OF MAILING ADDRESS 2025-01-02 11300 US HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL 33408 No data
REGISTERED AGENT ADDRESS CHANGED 2013-01-07 515 North Flagler Drive, Suite 1700, WEST PALM BEACH, FL 33401 No data
CHANGE OF MAILING ADDRESS 2013-01-07 515 North Flagler Drive, Suite 1700, WEST PALM BEACH, FL 33401 No data
CHANGE OF PRINCIPAL ADDRESS 2013-01-07 515 North Flagler Drive, Suite 1700, WEST PALM BEACH, FL 33401 No data
REGISTERED AGENT NAME CHANGED 2011-01-04 BRESCIA, BRIAN J No data

Documents

Name Date
ANNUAL REPORT 2025-01-02
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-01-05
ANNUAL REPORT 2020-01-13
AMENDED ANNUAL REPORT 2019-10-22
ANNUAL REPORT 2019-01-17
ANNUAL REPORT 2018-02-28
ANNUAL REPORT 2017-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4613147100 2020-04-13 0455 PPP 515 N FLAGLER DRIVE SUITE 1700, WEST PALM BEACH, FL, 33401-2209
Loan Status Date 2021-04-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 128460.2
Loan Approval Amount (current) 128460.2
Undisbursed Amount 0
Franchise Name -
Lender Location ID 4392
Servicing Lender Name Centennial Bank
Servicing Lender Address 620 Chestnut St, CONWAY, AR, 72032-5404
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-2209
Project Congressional District FL-20
Number of Employees 8
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 4392
Originating Lender Name Centennial Bank
Originating Lender Address CONWAY, AR
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 129484.36
Forgiveness Paid Date 2021-02-16

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Date of last update: 01 Feb 2025

Sources: Florida Department of State

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