GLOBAL DIVERSIFIED INVESTMENTS
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 157326
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.17%
- Individuals14.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Global Diversified Investments is an independently owned registered investment adviser organized as a corporation. The firm serves both individual/family and institutional clients and charges advisory fees as a percentage of assets under management. FINTRX flags the firm as a capital allocator, indicating it places client capital with third‑party managers in addition to managing portfolios internally. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, manager selection, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and does not report multistate adviser status.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents81%
- Exchange Traded Equities18%
- US Government Bonds1%
Owners & executives
1 of 1DEAN PARSONS
Founder and Chief Investment OfficerCRD 4040551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 120 Newport Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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