RIA Intel›Advisers›California›GLOBAL DIVERSIFIED INVESTMENTS

GLOBAL DIVERSIFIED INVESTMENTS

Advisory

NEWPORT BEACH, CA

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in CA

#4,697

of 5,480 advisers by AUM

Average account

$670K

across 14 accounts

AUM per adviser

$9M

1 advisers

Filing history

1

filings since 2012

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

0th percentile

Composite rank among CA advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

BATTERY EAST GROUP, LLC

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FOUNDATION ASSOCIATES ASSET MANAGEMENT INC.

$9M

JW GOLDEN GATE INVESTMENT, LLC

$9M

MANEY WEALTH LLC

SAN FRANCISCO, CA

$9M

SP INVESTMENTS MANAGEMENT, LLC

SAN FRANCISCO, CA

$9M

-95.3% 1Y

VON HALLE, ALLAN

$9M

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