GLOBAL FINANCIAL SERVICES, L.L.C.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
35699
Registered since
February 2, 1994

Firm profile

FINTRX

Overview

Global Financial Services, L.L.C. is organized as a limited liability company and has been SEC-registered since 1994. Public registry entries classify the firm as "Unclassified." The ownership is recorded as a domestic entity with individual ownership. The firm's profile indicates it is not positioned as a capital allocator and it does not identify as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JORGE IBARRA

    Chief Operating OfficerCRD 3079569

  • WILLIAM CATHRINER

    Chief Compliance OfficerCRD 1686950

Contacts

3 of 12
  • BERNARDO VELEZ DIEGO FERNANDEZ

    Investment AssociateCRD 7025992

  • Radford Gunzenhauser

    ManagerCRD 7253452

  • GERARDO CHAPA

    Managing DirectorCRD 1451790

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1330 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth