DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC

RIASEC Registered

Total AUM

$55M

Discretionary

$22.7M

41% of AUM

Avg account

$302K

Accounts

182

Employees

Advisory reps

Firm details

Headquarters: MOUNTAIN BRK, Alabama
CRD number: 292000
Website: www.raymondjames.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals59.09%
Pension & Profit Sharing Plans40.91%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Diversified Global Investment Strategies, LLC operates as an independent registered investment advisor (RIA) and provides a range of financial services to individuals, families, and institutions. The firm engages in various advisory activities, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, the firm conducts educational seminars and workshops to enhance client understanding of financial matters. While the firm does not actively pursue ESG investments, it maintains a diverse client base and employs a flexible fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.