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DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC

Advisory

BIRMINGHAM, AL

Data as of Jan 28, 2025 · Source: SEC Form ADV

Rank in AL
#143
of 158 advisers by AUM
Average account
$302K
across 182 accounts
AUM per adviser
$55M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2025.

Total AUM
$55M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$55M
Discretionary AUM$23M
Non-Discretionary AUM$32M
Discretionary %41.3%
Total Clients55
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

GREEN FINANCIAL MANAGEMENT, LLC
BIRMINGHAM, AL
$55M
HIGHLAND GOOD STEWARD MANAGEMENT, LLC
BIRMINGHAM, AL
$54M
-52.4% 1Y
ONEASCENT CAPITAL LLC
BIRMINGHAM, AL
$56M
+35.8% 1Y
SNOW INVESTMENT SERVICES CO INC
BIRMINGHAM, AL
$56M
-40.1% 1Y
W. R. TAYLOR & COMPANY, LLC
MONTGOMERY, AL
$54M
+62.8% 1Y
STM ASSET MANAGEMENT LLC
$56M

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