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GLOBAL DIVERSIFIED INVESTMENTS
CRD 157326 · SEC 801-72580
120 NEWPORT CENTER DR., 7034, NEWPORT BEACH, CA, 92660, United States
Phone
909-200-5681
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.4M |
| High net worth individuals | 4 | $8.0M |
| Insurance companies | 1 | $168 |
All web addresses on file
Official SEC filing: View on IAPD