GLOBAL FINANCIAL ADVISOR I, LP
Firm details
- Headquarters
- LEWISVILLE, Texas
- CRD number
- 132406
- Custodians
- CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI37.62%
- Individuals29.72%
- Pension & Profit Sharing Plans27.51%
- Corporations / Businesses5.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Global Financial Advisor I, Lp operates as an independent registered investment advisor. The firm is structured as a partnership and primarily serves individual and family clients. Its services encompass financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it does focus on providing tailored financial solutions to meet the unique needs of its clientele.
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 Equities30%
- Private Funds24%
- Cash & Cash Equivalents22%
- US Government Bonds17%
- Investment Grade Corp Bonds4%
Owners & executives
2 of 2BRETT DAVIS
Chief Investment OfficerCRD 4837149
ANGELO PRIETO
President, Chief Financial OfficerCRD 4837146
Contacts
1 of 1JAMES SEABERG
Vice PresidentCRD 1994100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEWISVILLE, TX
DENTON
Location
LEWISVILLE, TX
Headquartered in LEWISVILLE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DENTON
- Address
- 498 E State Highway 121
- Time zone
- CT (UTC-6)
- Office locations
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