GLOBAL INVESTMENT SOLUTIONS, LLC

GLOBAL INVESTMENT SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 133850). Regulatory assets under management: $26.6M.

Registration

• CRD: 133850
• Type: Registered investment adviser
• Phone: 949-660-7960
• Latest filing: 2026-04-24
• Regulatory AUM: $26.6M
• Discretionary AUM: $26.6M
• Clients: 2
• Accounts: 138

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133850 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search