Global Investment Solutions, LLC

Global Investment Solutions, LLC (CRD# 133850) is a financial advisory firm headquartered in Newport Beach, CA. They manage $13,525,738 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $218,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, IN, TX

Financial Advisors at Global Investment Solutions, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Roger R. Kliminski
CRD#: 722960
Newport Beach, CA
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 23 years of experience in the finance industry.

2
William R. Smith
CRD#: 429274
Newport Beach, CA
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 27 years of experience in the finance industry.

3
James S. Sanders
CRD#: 810732
Newport Beach, CA
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.

4
Mark D. Turner
CRD#: 2481315
Orange, CA
71
Wealthminder
score

Mark Turner (CRD# 2481315) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Orange, CA and has over 22 years of experience in the finance industry.

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