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Global Strategic Investment Solutions, LLC

● SEC registered since 2019CRD 175300SEC# 801-114835Scottsdale, AZ
Export (members)
Reg. AUM
$1.45B
Employees
6
Accounts
395
Location
Scottsdale, AZ

Global Strategic Investment Solutions, LLC assets under management

Global Strategic Investment Solutions, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2019. It reports $1.4 billion in regulatory assets under management and employs 6 people.
www.nextgenocio.comView on SEC.gov ↗

Global Strategic Investment Solutions, LLC owners & executives

5 reported
NameTitleOwnershipSince
Curt Randall Thompson ControlManaging Partner50-75%2018
Donald Edward Callaghan ControlManaging Partner25-50%2015
Hana CallaghanHr Consultant5-10%2019
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Frequently asked questions

How much does Global Strategic Investment Solutions, LLC manage?

Global Strategic Investment Solutions, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Global Strategic Investment Solutions, LLC have?

Global Strategic Investment Solutions, LLC reports 6 employees.

Where is Global Strategic Investment Solutions, LLC located?

Global Strategic Investment Solutions, LLC is based in Scottsdale, AZ and has been SEC-registered since 2019.

Does Global Strategic Investment Solutions, LLC disclose fund performance?

Global Strategic Investment Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ 85258
Phone480-935-2210
Office hours9a.m.- 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.43B
Non-discretionary$17.4M
Total (RAUM)$1.45B