Global Investment Solutions, LLC

Global Investment Solutions, LLC (CRD# 133850) is a financial advisory firm headquartered in Newport Beach, CA. They manage $23,000,502 in 164 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $140,247
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, CO, IN, TX

Financial Advisors at Global Investment Solutions, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Roger R. Kliminski
CRD#: 722960
1300 Bristol St, Suite 100, Newport Beach, CA 92660
93
Wealthminder
score

Roger Kliminski (CRD# 722960) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.

2
Kenneth B. Krantz
CRD#: 3160870
23276 S Pointe Dr. #219, Laguna Hills, CA 92653
93
Wealthminder
score

Kenneth Krantz (CRD# 3160870) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Laguna Hills, CA and has over 19 years of experience in the finance industry.

3
William R. Smith
CRD#: 429274
1300 Bristol St, Suite 100, Newport Beach, CA 92660
93
Wealthminder
score

William Smith (CRD# 429274) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

4
James S. Sanders
CRD#: 810732
1300 Bristol St, Suite 100, Newport Beach, CA 92660
87
Wealthminder
score

James Sanders (CRD# 810732) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

5
Mark D. Turner
CRD#: 2481315
Orange, CA
83
Wealthminder
score

Mark Turner (CRD# 2481315) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Orange, CA and has over 23 years of experience in the finance industry.

6
Dennis G. Pohl
CRD#: 6859281
Windsor, CO
75
Wealthminder
score

Dennis Pohl (CRD# 6859281) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Windsor, CO and has 1 year of experience in the finance industry.

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