GLOBAL DIVERSIFIED INVESTMENTS

RIASEC Registered
Total AUM
$9.4M
Discretionary
$0
0% of AUM
Avg account
$670K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
157326
Fee structure
Percentage of AUM
Client types
  • HNWI85.17%
  • Individuals14.83%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Global Diversified Investments is an independently owned registered investment adviser organized as a corporation. The firm serves both individual/family and institutional clients and charges advisory fees as a percentage of assets under management. FINTRX flags the firm as a capital allocator, indicating it places client capital with third‑party managers in addition to managing portfolios internally. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, manager selection, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 81%, Exchange Traded Equities 18%, US Government Bonds 1%81%
  • Cash & Cash Equivalents81%
  • Exchange Traded Equities18%
  • US Government Bonds1%

Owners & executives

1 of 1
  • DEAN PARSONS

    Founder and Chief Investment OfficerCRD 4040551

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
120 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth