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DIVERSIFIED GLOBAL INVESTMENT STRATEGIES, LLC

CRD 292000

Visit website

3 OFFICE PARK CIRCLE, SUITE 240, BIRMINGHAM, AL, 35223, United States

Phone

205-877-4512

Fax

205-877-4585

Registration

— (—)

Source

State registered

Total AUM

$55.0M

Discretionary AUM

$22.7M

Team

2 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2025-01-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals50$32.5M
Pension/profit sharing plans5$22.5M

All web addresses on file

Official SEC filing: View on IAPD