Global Investment Solutions, LLC
Global Investment Solutions, LLC (CRD# 133850) is a financial advisory firm headquartered in Newport Beach, CA. They manage $23,613,418 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts123ACCOUNTS
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Average Account Value$191,979
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MD, TX, WA
Financial Advisors at Global Investment Solutions, LLC
1
Roger Kliminski (CRD# 722960) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Aliso Viejo, CA and has over 31 years of experience in the finance industry.
2
Richard Cervisi (CRD# 7135912) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Aliso Viejo, CA and has over 4 years of experience in the finance industry.
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