RIA Intel›Advisers›California›GLOBAL INVESTMENT SOLUTIONS, LLC

GLOBAL INVESTMENT SOLUTIONS, LLC

Advisory

CA

Data as of Apr 24, 2026 · Source: SEC Form ADV

Rank in CA

#4,055

of 5,480 advisers by AUM

Average account

$193K

across 138 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients107

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

107 clients

22 high-net-worth

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

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