7337 East Doubletree Ranch Road, Suite C-165
Scottsdale, Arizona 85258
Tel: 480-935-2210
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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