Galvez Financial LLC

Overview

Galvez Financial LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and uses a mix of percentage-of-AUM and fixed-fee billing. Its client base is primarily individual and family clients rather than institutional mandates. The adviser is state-registered in California and Florida and is organized as a limited liability company. Investment activity centers on liquid, exchange-traded instruments supplemented by insurance products and select alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices