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GLOBAL STRATEGIC INVESTMENT SOLUTIONS

7337 East Doubletree Ranch Road, Suite C-165
Scottsdale, Arizona 85258
Tel: 480-935-2210

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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 StatusApproved
Firm CRD#175300
SEC#801-114835
Assets Managed by Firm$1,359,224,640
No. of Clients359
No. of Advisors5

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 ClientsAUM
Firm Total359$1,359,224,640
Individuals (other than high net worth individuals)20$14,197,739
High net worth individuals74$848,907,313
Charitable organizations17$496,119,588

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