GLOBAL DIVERSIFIED INVESTMENTS

GLOBAL DIVERSIFIED INVESTMENTS of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 157326). Regulatory assets under management: $9.4M.

Registration

• CRD: 157326
• SEC file number: 801-72580
• Type: Registered investment adviser
• Location: 120 NEWPORT CENTER DR., NEWPORT BEACH, CA, 92660
• Phone: 909-200-5681
• Latest filing: 2026-05-11
• Regulatory AUM: $9.4M
• Non-discretionary AUM: $9.4M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157326 on SEC IAPD (source of record)
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