Premia Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Premia Global Advisors provides discretionary and non-discretionary investment advisory and wealth advisory services to high‑net‑worth individuals and a range of institutional clients, including families, trusts, foundations, and pension plans. As of December 31, 2025, the firm reported $340,818,252 in regulatory assets under management across 44 client relationships and offers portfolio management, separately managed accounts, and financial planning services.
The firm emphasizes a primarily long‑term investment approach informed by both fundamental and technical analysis and constructs customized portfolios that may include equities, fixed‑income, mutual funds, ETFs, UCITS, and alternative investments, with the use of currency hedges and other risk‑management tools as appropriate. Premia also allocates to third‑party managers and TAMP/SMA solutions through Dynasty Financial Partners and monitors accounts on an ongoing basis with quarterly reviews and periodic rebalancing.
Compared with many peers, Premia serves a significant non‑U.S. client base (noted in its brochure as including Latin America and the Caribbean) and routinely uses offshore or institutional share classes, UCITS, and alternative product access such as Dynasty Select and private equity allocations. The firm is affiliated with Rose Capital (common ownership and dually registered IARs) and relies on an operational platform relationship with Dynasty and custodial arrangements with major custodians, features that concentrate platform access and third‑party manager relationships within a small advisory team.
Client services
Expertise
Fee options
$0 - $10 million: 1.25% (negotiable) $10 million+: Negotiable
Separate hourly or fixed fees may be negotiated for planning and wealth services.
Minimum fee: Minimum fee of $2,000 for stand-alone financial planning services, which may be offset against advisory fees.
Main office
2600 South Douglas Road, Suite 1103
Coral Gables FL 33134
Advisors at this office
3
Most active in
Florida
Also doing business as
Altriak Wealth Advisors, LLC · Permia Global Advisors, LLC · Pgw Advisors · Premia Global Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 the Series 66 designation and has been with Premia Global Advisors since 2016. Prior to joining Premia, he worked at Global Investor Services from 2016 to 2020 and is currently affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and various institutional clients. The firm focuses on long-term investment strategies using both fundamental and technical analysis and offers customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, serving a significant non-U.S. client base with access to offshore and institutional share classes.
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 the Series 66 designation and has worked previously at NGAM Distribution LP and Edward Jones. Rosales has been with Premia Global Advisors since 2018 and is also affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm uses a long-term investment approach combining fundamental and technical analysis and offers customized portfolios that may include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, with an emphasis on risk management and third-party manager allocations.
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 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Premia Global Advisors since 2016 and Rose Capital Advisors since 2026. Mr. Sosa serves as a board member and chair of the Investment Committee for Nicklaus Children's Hospital System and holds similar roles on the boards of the Archdiocese of Miami Catholic Community Foundation and the Peacock Foundation in Coral Gables, Florida. Premia Global Advisors provides discretionary and non-discretionary investment advisory and wealth management services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm employs a long-term investment approach combining fundamental and technical analysis, offering customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")