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Global Diversified Investments, Inc. (Upland)


Global Diversified Investments, Inc. is an adviser based in Upland. It manages $71 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Global Diversified Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Diversified Investments: assets under management

The assets under management (AUM) of Global Diversified Investments, Inc. is $71 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $71 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Diversified Investments, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Upland

The principal office where Global Diversified Investments, Inc. performs its advisory services is located at 1355 Winston Ct., Upland, CA 91786, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-200-5681 or by fax 909-981-6811. The normal business hours are 6 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.globaldiversifiedinvestments.com.


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