GFS Financial Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Hazleton, Pennsylvania
CRD number
156252
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

GFS Financial Advisors, LLC is organized as a limited liability company and appears structured around an individual owner. The firm combines insurance brokerage with advisory services, positioning itself to serve retail and small-business clients through financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and the publication of periodicals or newsletters. It describes itself as a capital allocator and reports a diversified fee menu that includes percentage-of-AUM charges, hourly work, subscription and fixed fees, and other fee arrangements. GFS is not identified as an active ESG investor, is not a multistate adviser, and is not listed as a pension consultant or related adviser. Its industry affiliation is with an insurance company, which aligns with its role as an insurance broker and with the product mix described elsewhere in the record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Donald Galade

    Donald Galade

    CEOCRD 1731115

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hazleton, PA

Luzerne

Location

Hazleton, PA

Headquartered in Hazleton, PA, in the Northeast of the United States.

Region
Northeast
County
Luzerne
Address
216 W 21st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth