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Home > Retirement Planners > arizona > scottsdale > GLOBAL STRATEGIC INVESTMENT SOLUTIONS
GLOBAL STRATEGIC INVESTMENT SOLUTIONS
7337 East Doubletree Ranch Road, Suite C-165
Scottsdale, Arizona 85258
Tel: 480-935-2210
About GLOBAL STRATEGIC INVESTMENT SOLUTIONS
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, formally registered with the SEC as GLOBAL STRATEGIC INVESTMENT SOLUTIONS. The firm was established in 03/15/2019. They have over 3 offices throughout the country.
GLOBAL STRATEGIC INVESTMENT SOLUTIONS is a Scottsdale, Arizona based Financial Planning firm with nearly $1,359,224,640 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175300 |
| SEC# | 801-114835 |
| Assets Managed by Firm | $1,359,224,640 |
| No. of Clients | 359 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 359 | $1,359,224,640 |
| Individuals (other than high net worth individuals) | 20 | $14,197,739 |
| High net worth individuals | 74 | $848,907,313 |
| Charitable organizations | 17 | $496,119,588 |
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