GFS Financial Advisors, LLC
Firm details
- Headquarters
- Hazleton, Pennsylvania
- CRD number
- 156252
- Website
- www.gfs-financial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Donald Galade
CEOCRD 1731115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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