Global Diversified Investments

Global Diversified Investments (CRD# 157326) is a financial advisory firm headquartered in Yucaipa, CA. They manage $820,751 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $63,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Global Diversified Investments
Showing 1 - 1 of 1 top financial advisors.
1
Dean E. Parsons
CRD#: 4040551
11424 Deerfield Dr., Yucaipa, CA 92399
88
Wealthminder
score

Global Diversified Investments (GDI), established in January 2011 and incorporated in the State of California on October 17, 2011 and which received approval as an investment adviser in the State of California (CRD#: 157326) on January 08, 2013 offers to its clients the opportunity to invest in a globally diversified investment portfolio that utilizes a time tested asset allocation and risk management framework.  Additionally, GDI is registered with the National Futures Association (NFA) as NFA Member, approved 07/15/2015  and Commodity Trading Advisor (CTA), registered 04/28/2015 (NFA ID: 0484603).

GDI services include, financial planning services, portfolio management for individuals and small businesses, portfolio management and strategy development for businesses or institutional clients (other than registered investment companies and other pooled investment vehicles), pension asset management consulting services, guidance for the selection of other advisers (including private fund managers). In instances where GDI is hired to provide services relating to the hiring of another advisor, GDI will diligently review each advisor in order to ensure that advisor is properly registered and licensed as an investment advisor. All publications of GDI periodicals, newsletters and/or commentaries can be located at www.globaldiversifiedinvestments.com/3.html.

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