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Global Macro Asset Management LLC

Updated today

Client assets under management

$2,712,487

Clients

9

78% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

5

Very Low

Average account size

$301,387

About

Global Macro Asset Management LLC provides discretionary investment management to individual and institutional clients, including other financial professionals, primarily through separately managed account strategies. The firm manages a small, concentrated client base on a percentage‑of‑assets fee model and requires clients to maintain accounts with a qualified custodian for asset custody and trade execution.

GMAM offers a conservative, long‑only Multi‑Asset World Portfolio that emphasizes capital preservation and opportunistic asset allocation across global equities, fixed income and commodities, typically implemented via ETFs. The adviser uses fundamental analysis and a long‑term orientation but may rebalance or execute shorter‑term trades to manage risk, harvest gains, or meet client liquidity needs.

Notably, GMAM’s Form ADV discloses recent material changes—an uncommon event among peers—which include updates to its billing procedures and other administrative information. The firm is small in scale (two advisors and roughly $2.7 million in AUM) yet maintains institutional relationships with custodians that provide trading platforms and operational support, and it does not accept proxy‑voting responsibility or custody of client assets beyond authorized fee deductions.

Client services

Portfolio management Financial coaching

Expertise

Wealth management Passive / index investing

Fee options

Percentage

Up to 1.95% annually, negotiable based on size and complexity

Other

Fee-only: Fee-only advisory firm, no commissions

Main office location

Global Macro Asset Management LLC

3753 Howard Hughes Parkway, Suite 200

Las Vegas NV 89169, United States

Number of offices

1

Most active in

Nevada

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Donald C

Series 63, Series 65

Las Vegas, NV

Global Macro Asset Management LLC

Donald Cody is a financial advisor at Global Macro Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Macro Asset Management since 2014. The firm provides discretionary investment management to individual and institutional investors through a Multi-Asset World Portfolio strategy, which employs a conservative, globally diversified approach using ETFs. Global Macro Asset Management emphasizes capital preservation and opportunistic asset allocation through fundamental analysis and maintains a small client base served by two advisors.

Wealth management Passive / index investing
user avatar

Robert J

Series 63, Series 65

Reno, NV

Global Macro Asset Management LLC

Robert Jorgensen is a financial advisor at Global Macro Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Capital Management and Spire Wealth Management, LLC. Outside of his advisory role, he serves as a consultant for NV Legal Doc's, LLC, advising on marketing. Global Macro Asset Management LLC provides discretionary investment management to individual and institutional investors through separately managed accounts. The firm employs a globally diversified, conservative Multi-Asset World Portfolio strategy that primarily uses ETFs across equities, fixed income, and commodities.

Wealth management Passive / index investing
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