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Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
LionSoul Global Advisors
Independent
Total advisors
1Clients per advisor
31 HighAvg AUM per client
$263,028 LowHNW client ratio
100% Very HighGregory Mall is a CFA® charterholder and financial advisor at LionSoul Global Advisors with one year of industry experience. Prior to joining LionSoul Global, he worked at AMINA Bank for five years and Credit Suisse for four years. LionSoul Global Advisors provides discretionary investment advisory services primarily focused on digital asset strategies, serving high net worth individuals, trusts, estates, and other entities. The firm emphasizes portfolio management in cryptocurrencies and blockchain-based assets through a proprietary platform that integrates fundamental and technical analysis.
Based on LionSoul Global Advisors
Up to 2.00% annually (varies by strategy selected)
Charged to certain Qualified Clients, calculated based on capital appreciation (realized and unrealized gains/losses), varies by client
Account minimum: $10,000 in an SMA; $100,000 to establish a new account or initial subscription in a Fund Fee-only: Annual asset-based fee paid monthly in arrears, up to 2.00% annually, varies by strategy; some SMA Clients may be offered a fixed fee schedule instead of tiered fees
Texas
1 year of industry experience
Lionsoul Global
2025 - Present • 1 year
Zug
AMINA Bank
2019 - 2024 • 5 years
Zug
Credit Suisse
2015 - 2019 • 4 years
Zurich
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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