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Premia Global Advisors, LLC

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Client assets under management

$225,123,280

Clients

44

77% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

15

Very Low

Average account size

$5,116,438

About

Premia Global Advisors provides discretionary and non‑discretionary investment advisory and wealth advisory services to retail and institutional clients, including high‑net‑worth individuals, families, trusts, foundations, corporations, and pension plans. Services include customized portfolio management, separately managed accounts (SMAs), access to third‑party managers, and investments in equities, fixed income, mutual funds, ETFs, UCITS, and alternative products.

The firm typically follows a long‑term, customized investment approach that combines fundamental and technical analysis to construct portfolios tailored to each client's objectives, risk tolerance, and any stated restrictions. Premia monitors accounts on an ongoing basis with formal reviews at least quarterly, rebalances as appropriate, and may allocate client assets to independent managers or Dynasty’s TAMP/UMA platform for discretionary execution.

Premia is notable for a significant non‑U.S. client base, serving clients primarily in the United States, Latin America, and the Caribbean, and for routinely using UCITS and offshore or institutional share classes in client portfolios. The firm operates through an advisor‑platform model—leveraging Dynasty for operational and TAMP services and Fidelity/Pershing custody relationships—which provides access to SMA/UMA manager networks and alternative investments while creating platform fee arrangements disclosed in its Brochure.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Active portfolio management Concentrated stock management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Separate fixed fees may be negotiated for financial planning and wealth services

Percentage

$0 - $10 million: 1.25% $10 million+: Negotiable

Project-based

Separate hourly or fixed fees may be negotiated for financial planning and wealth services

Other

Minimum fee: $2,000 minimum fee for stand-alone financial planning services Fee-only: Advisory fees are asset-based; financial planning may be charged hourly or fixed fee separately

Main office location

Premia Global Advisors, LLC

2600 South Douglas Road, Suite 1103

Coral Gables FL 33134, United States

Number of offices

1

Most active in

Florida

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

Eddy P

Series 66

Coral Gables, FL

Premia Global Advisors, LLC

Eddy Park is a financial advisor at Premia Global Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Premia Global Advisors since 2016, previously spending four years at Global Investor Services. Premia Global Advisors serves high-net-worth and institutional clients, including individuals, families, trusts, foundations, and corporate and pension entities. The firm offers discretionary and non-discretionary investment management, wealth advisory, and financial planning services, with a focus on long-term, customized portfolios that incorporate both fundamental and technical analysis.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Daniel R

Series 66

Coral Gables, FL

Premia Global Advisors, LLC

Daniel Rosales is a financial advisor at Premia Global Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at NGAM Distribution LP and Edward Jones prior to joining Premia in 2018. Premia Global Advisors serves high-net-worth and institutional clients, including individuals, families, trusts, foundations, and corporate and pension entities. The firm offers customized, long-term focused investment management and financial planning, employing both fundamental and technical analysis across a range of asset classes, and is notable for its service to clients in Latin America and the Caribbean.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
user avatar

Miguel S

Series 63, Series 65

Coral Gables, FL

Premia Global Advisors, LLC

Miguel Sosa is a financial advisor at Premia Global Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Premia Global Advisors since 2016. Mr. Sosa serves on several nonprofit boards, including as Chair of the Investment Committee for Nicklaus Children's Hospital System and the Archdiocese of Miami Catholic Community Foundation, as well as a member of the Peacock Foundation Board in Coral Gables, Florida. Premia Global Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary investment management, wealth advisory, and financial planning services. The firm focuses on customized, long-term investment strategies that include equities, fixed income, mutual funds, ETFs, and alternative investments, and it serves clients in the U.S., Latin America, and the Caribbean.

Private / alternative investments Active portfolio management Concentrated stock management Founder/Business Owner Executive
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