Global Diversified Investments
Global Diversified Investments (CRD# 157326) is a financial advisory firm headquartered in Yucaipa, CA. They manage $1,536,493 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$139,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.