GLOBAL STRATEGIC INVESTMENT SOLUTIONS
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC Legal Name
Adviser information for GLOBAL STRATEGIC INVESTMENT SOLUTIONS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 341 | $1.3B |
| Non-Discretionary | 18 | $17.3M |
| Total | 359 | $1.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $14.2M |
| HNW Individuals | 74 | $848.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 17 | $496.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165SCOTTSDALE
AZ
United States
Monday - Friday, 9AM- 5PM
Tel: 480-935-2210, Fax: None
Chief Compliance Officer
DONALD E. CALLAGHAN
MANAGING PARTNER
7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165
SCOTTSDALE
AZ
United States
Tel:
480-935-2210
D*********@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CALLAGHAN, DONALD, EDWARD | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | 03/2015 | 25-50% |
| THOMPSON, CURT, RANDALL | Individual | – | MANAGING PARTNER | 01/2018 | 50-75% |
| CALLAGHAN, HANA | Individual | – | HR CONSULTANT | 12/2019 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 12K | 117 | NORRIS PERNE & FRENCH LLP /ADV |
| ABBOTT LABS | COM | 251K | 2K | – |
| ADOBE INC | COM | 237K | 427 | NORRIS PERNE & FRENCH LLP /ADV |
| ADOBE INC | COM | 161K | 290 | – |
| ALPHABET INC | CAP STK CL C | 330K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| ALPHABET INC | CAP STK CL A | 618K | 3K | – |
| ALPHABET INC | CAP STK CL C | 555K | 3K | – |
| ALPHABET INC | CAP STK CL A | 984K | 5K | NORRIS PERNE & FRENCH LLP /ADV |
| AMAZON COM INC | COM | 1M | 6K | – |
| AMAZON COM INC | COM | 221K | 1K | NORRIS PERNE & FRENCH LLP /ADV |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 19M | 298K | – |
| APPLE INC | COM | 5M | 22K | – |
| APPLE INC | COM | 689K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| APPLIED MATLS INC | COM | 599K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| APPLIED MATLS INC | COM | 88K | 372 | – |
| BANK AMERICA CORP | COM | 208K | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 378K | 928 | – |
| BIT DIGITAL INC | SHS | 32K | 10K | – |
| BLACKROCK INC | COM | 214K | 272 | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 15M | 496K | – |
| BROADCOM INC | COM | 503K | 313 | – |
| CATALENT INC | COM | 8K | 138 | – |
| CATALENT INC | COM | 370K | 7K | NORRIS PERNE & FRENCH LLP /ADV |
| CENCORA INC | COM | 272K | 1K | – |
| CHARLES RIV LABS INTL INC | COM | 8K | 40 | – |
| CHARLES RIV LABS INTL INC | COM | 553K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 204K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 3K | 41 | – |
| COHERENT CORP | COM | 312K | 4K | NORRIS PERNE & FRENCH LLP /ADV |
| COSTCO WHSL CORP NEW | COM | 680K | 800 | NORRIS PERNE & FRENCH LLP /ADV |
| COSTCO WHSL CORP NEW | COM | 658K | 774 | – |
| DBX ETF TR | XTRACK MSCI ALL | 617K | 25K | – |
| DEERE & CO | COM | 406K | 1K | – |
| DISNEY WALT CO | COM | 596K | 6K | – |
| DOLLAR TREE INC | COM | 7K | 66 | – |
| DOLLAR TREE INC | COM | 344K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| ECOLAB INC | COM | 39K | 165 | – |
| ECOLAB INC | COM | 502K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| ELI LILLY & CO | COM | 380K | 420 | – |
| EXXON MOBIL CORP | COM | 230K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| EXXON MOBIL CORP | COM | 636K | 6K | – |
| HIREQUEST INC | COM | 263K | 21K | – |
| HIVE DIGITAL TECHNOLOGIES LT | COM NEW | 39K | 13K | – |
| HOME DEPOT INC | COM | 523K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| HOME DEPOT INC | COM | 234K | 681 | – |
| HONEYWELL INTL INC | COM | 302K | 1K | – |
| HUBSPOT INC | COM | 273K | 463 | NORRIS PERNE & FRENCH LLP /ADV |
| HUBSPOT INC | COM | 1K | 2 | – |
| ILLINOIS TOOL WKS INC | COM | 34K | 143 | – |
| ILLINOIS TOOL WKS INC | COM | 464K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | 1M | 52K | – |
| INNOVATOR ETFS TRUST | INTERNATIONAL DV | 23M | 799K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 23M | 593K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 2M | 48K | – |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 745K | 27K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 1M | 29K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 2M | 55K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 12M | 329K | – |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | 8M | 315K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 524K | 14K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 779K | 19K | – |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | 5M | 180K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 5M | 126K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 531K | 15K | – |
| INNOVATOR ETFS TRUST | EMRGNG MKT APRIL | 5M | 175K | – |
| INNOVATOR ETFS TRUST | US SML CP PWR B | 5M | 174K | – |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | 5M | 169K | – |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | 1M | 45K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 462K | 10K | – |
| INVESCO QQQ TR | UNIT SER 1 | 1M | 2K | – |
| ISHARES BITCOIN TR | SHS | 484K | 14K | – |
| ISHARES INC | CORE MSCI EMKT | 33M | 612K | – |
| ISHARES INC | MSCI EMRG CHN | 982K | 17K | – |
| ISHARES TR | CRE U S REIT ETF | 969K | 18K | – |
| ISHARES TR | CORE MSCI INTL | 16M | 242K | – |
| ISHARES TR | NATIONAL MUN ETF | 31M | 294K | – |
| ISHARES TR | CORE S&P SCP ETF | 11M | 103K | – |
| ISHARES TR | CORE S&P US VLU | 14M | 163K | – |
| ISHARES TR | CORE S&P US GWT | 10M | 82K | – |
| ISHARES TR | MSCI EMG MKT ETF | 208K | 5K | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
| ISHARES TR | RUS MD CP GR ETF | 2M | 16K | – |
| ISHARES TR | BLACKROCK ULTRA | 20M | 404K | – |
| ISHARES TR | RUS 1000 GRW ETF | 8M | 22K | – |
| ISHARES TR | CORE TOTAL USD | 24M | 537K | – |
| ISHARES TR | CORE MSCI TOTAL | 2M | 24K | – |
| ISHARES TR | CORE MSCI EAFE | 94M | 1M | – |
| ISHARES TR | CORE HIGH DV ETF | 11M | 103K | – |
| ISHARES TR | MSCI EAFE ETF | 2M | 24K | – |
| ISHARES TR | CORE S&P MCP ETF | 466K | 8K | – |
| ISHARES TR | RUS 1000 VAL ETF | 1M | 6K | – |
| ISHARES TR | MSCI ACWI ETF | 305K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 915K | 18K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 27M | 537K | – |
| JOHNSON & JOHNSON | COM | 175K | 1K | NORRIS PERNE & FRENCH LLP /ADV |
| JOHNSON & JOHNSON | COM | 114K | 778 | – |
| JPMORGAN CHASE & CO. | COM | 480K | 2K | – |
| KLA CORP | COM NEW | 11K | 13 | – |
| KLA CORP | COM NEW | 426K | 517 | NORRIS PERNE & FRENCH LLP /ADV |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 333K | 7K | NORRIS PERNE & FRENCH LLP /ADV |
| LOCKHEED MARTIN CORP | COM | 205K | 438 | – |
| MARATHON PETE CORP | COM | 393K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 229K | 519 | – |
| META PLATFORMS INC | CL A | 669K | 1K | – |
| MICROSOFT CORP | COM | 2M | 6K | – |
| MICROSOFT CORP | COM | 2M | 4K | NORRIS PERNE & FRENCH LLP /ADV |
| MOTOROLA SOLUTIONS INC | COM NEW | 409K | 1K | NORRIS PERNE & FRENCH LLP /ADV |
| MOTOROLA SOLUTIONS INC | COM NEW | 22K | 58 | – |
| NETFLIX INC | COM | 274K | 406 | – |
| NEXTERA ENERGY INC | COM | 313K | 4K | – |
| NIKE INC | CL B | 47K | 624 | – |
| NIKE INC | CL B | 240K | 3K | NORRIS PERNE & FRENCH LLP /ADV |
| NOVO-NORDISK A S | ADR | 856 | 6 | – |
| NOVO-NORDISK A S | ADR | 2M | 13K | NORRIS PERNE & FRENCH LLP /ADV |
| NVIDIA CORPORATION | COM | 3M | 20K | – |
| ORACLE CORP | COM | 437K | 3K | – |
| ORTHOFIX MED INC | COM | 765K | 58K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 552K | 22K | – |
| PEPSICO INC | COM | 264K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| PEPSICO INC | COM | 50K | 301 | – |
| PROCTER AND GAMBLE CO | COM | 430K | 3K | – |
| QUALYS INC | COM | 260K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| REPUBLIC SVCS INC | COM | 236K | 1K | – |
| SALESFORCE INC | COM | 246K | 956 | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3M | 81K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 17M | 166K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 13M | 176K | – |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 675K | 25K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 4M | 79K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 6M | 73K | – |
| SELECT SECTOR SPDR TR | ENERGY | 2M | 27K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 648K | 3K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 26M | 699K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 38M | 1M | – |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 2M | 36K | – |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 339K | 10K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 8M | 15K | – |
| SPDR SER TR | PRTFLO S&P500 HI | 3M | 76K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 2M | 41K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 512K | 8K | – |
| SPDR SER TR | PORTFOLIO AGRGTE | 1M | 41K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 2M | 29K | – |
| STRYKER CORPORATION | COM | 640K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| STRYKER CORPORATION | COM | 29K | 86 | – |
| TERADYNE INC | COM | 218K | 1K | – |
| TESLA INC | COM | 369K | 2K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 90K | 163 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 894K | 2K | NORRIS PERNE & FRENCH LLP /ADV |
| TRAVELERS COMPANIES INC | COM | 200K | 985 | – |
| UNION PAC CORP | COM | 412K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 383K | 751 | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 1M | 6K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 505K | 2K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 37M | 99K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 343K | 1K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1M | 8K | – |
| VANGUARD INDEX FDS | VALUE ETF | 14M | 90K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 74K | – |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 2M | 42K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 63M | 822K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 251K | 1K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 48M | 514K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 10M | 126K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 9M | 188K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 6M | 53K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 212K | 2K | – |
| VANGUARD WORLD FD | ENERGY ETF | 2M | 13K | – |
| VANGUARD WORLD FD | MATERIALS ETF | 2M | 13K | – |
| VANGUARD WORLD FD | ESG INTL STK ETF | 1M | 23K | – |
| VISA INC | COM CL A | 277K | 1K | NORRIS PERNE & FRENCH LLP /ADV |
| VISA INC | COM CL A | 321K | 1K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 400K | 5K | – |