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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 1 offices throughout the country.
GLOBAL STRATEGIC INVESTMENT SOLUTIONS is a Scottsdale, Arizona based Financial Planning firm with nearly $1,157,404,610 assets under management, offering retirement planning & investment advisory services to 341 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 | $1,157,404,610 |
| No. of Clients | 341 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 341 | $1,157,404,610 |
| Individuals (other than high net worth individuals) | 19 | $6,173,123 |
| High net worth individuals | 71 | $784,079,744 |
| Charitable organizations | 15 | $367,151,743 |
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