Global Investment Solutions, LLC
RIAState Registered
Total AUM
$26.6M
Discretionary
$26.6M
100% of AUM
Avg account
$193K
Accounts
138
Employees
2
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 133850
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, GUGGENHEIM INVESTOR SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.45%
- HNWI33.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Global Investment Solutions, LLC is a small, privately owned advisory firm organized as an LLC that focuses on servicing individual and family clients, with an advisory remit that includes portfolio management for individuals and small businesses. The firm charges both percentage-of-AUM and fixed fees. It does not identify as an ESG-focused allocator, is not structured as a multi-state adviser, and is not described as a capital allocator or related adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities20%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities10%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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