CRD: 292000
Diversified Global Investment Strategies, LLC
Birmingham, AL, 35223
2058774512
$55.0M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
8 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2018
- Office Locations
- 1
Office Locations
3 Office Park Circle Suite 240 Birmingham AL
About Diversified Global Investment Strategies, LLC
Diversified Global Investment Strategies, LLC is a Birmingham-based RIA. The firm has been operating for 8 years. Managing $55.0M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
68 AVG AGE
$55.0M AVG AUM / ADVISOR
$733.3K AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison Prime
Client Personas
Quantum
Investment Themes
Focus Oak timber
Investment Vehicles
Optima focus
Services
Atlas Legacy legacy Pathway Pioneer Radial Catalyst
Owner & Executives
DONALD LOUIS PIERINI JR
PRINCIPAL
- CRD
- #3177581
- Ownership
- 75% or more
(321) 418-6398
catalyst.zenith@embercapital.com
in linkedin.com/in/insight-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,700,000 | -- |
| Non-Discretionary | $32,300,000 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,000,000
Equity - OTC:
10.1% Equity - Exchange:
9.7% Corporate - Investment Grade:
12.9% Corporate - Non-Investment Grade:
14.3% Other:
22.6% U.S. Government/Agency:
16.4% Cash:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $441,418,564 | 10.1% |
| Equity - Exchange | $423,936,641 | 9.7% |
| Corporate - Investment Grade | $563,792,028 | 12.9% |
| Corporate - Non-Investment Grade | $624,978,760 | 14.3% |
| Other | $987,728,669 | 22.6% |
| U.S. Government/Agency | $716,758,857 | 16.4% |
| Cash | $611,867,317 | 14.0% |
| Total | $4,370,480,836 | 100.0% |