GALVEZ FINANCIAL LLC
Firm details
- Headquarters
- PARRISH, Florida
- CRD number
- 334391
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Galvez Financial LLC is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm combines advisory work with insurance brokerage and offers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee approach is mixed — it uses percentage-of-AUM billing as well as fixed fees, commission arrangements and other fee models. The adviser does not identify as an active ESG investor and is not set up as a multi-state or capital-allocating shop.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Azul Galvez
CEOCRD 7232421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PARRISH, FL
MANATEE
Location
PARRISH, FL
Headquartered in PARRISH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 11253 Rolling Fork Trl
- Time zone
- ET (UTC-5)
- Office locations
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