Global Strategic Investment Solutions, LLC is a large advisory firm based in Scottsdale. It manages $274.93 million of regulatory assets for 96 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arizona, California, North Carolina, and Texas.
Global Strategic Investment Solutions provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Global Strategic Investment Solutions, LLC is $274.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Global Strategic Investment Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Global Strategic Investment Solutions is high net worth individuals with 19 clients and $196.9 million of assets under management. Among the 8 most similar advisory firms, Global Strategic Investment Solutions has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $274.93 million for 30 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Global Strategic Investment Solutions doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Global Strategic Investment Solutions, LLC performs its advisory services is located at 16220 N. Scottsdale Road, Scottsdale, AZ 85254, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-935-2210. The normal business hours are 9am- 5pm on Monday - Friday. You can find more information about the New York firm at gsisus.com and its LinkedIn profile.