Global Investment Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 133850
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, GUGGENHEIM INVESTOR SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals66.45%
- HNWI33.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Global Investment Solutions, LLC is a small, privately owned advisory firm organized as an LLC that focuses on servicing individual and family clients, with an advisory remit that includes portfolio management for individuals and small businesses. The firm charges both percentage-of-AUM and fixed fees. It does not identify as an ESG-focused allocator, is not structured as a multi-state adviser, and is not described as a capital allocator or related adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities20%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities10%
- US Government Bonds5%
Contacts
3 of 3
Roger Kliminski
OwnerCRD 722960
Lynn Kliminski
MemberCRD 4997405
Richard Cervisi
Investment Advisor RepresentativeCRD 7135912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Daniel J. Disimile Cfp, LLC
RIANC Money Management, Inc.
RIARaleigh, NC
Pantheon Infra Advisors, LLC
RIASan Francisco, CA
Rockway Wealth Partners
RIAUrbandale, IA