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 a privately held limited liability company that has been SEC-registered since 1994. Public records list the firm as an unclassified adviser owned by a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available filing. The firm has not provided detail in the public snapshot about its fee arrangements, client segments, specific advisory activities, or business lines. That absence of disclosure makes it difficult to characterize its client focus, product lineup, or investment process from the available data.

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

    Jorge Ibarra

    Chief Operating OfficerCRD 3079569

  • William Cathriner

    William Cathriner

    Chief Compliance OfficerCRD 1686950

Contacts

3 of 12
  • Bernardo Velez Diego Fernandez

    Bernardo Velez Diego Fernandez

    Investment AssociateCRD 7025992

  • Radford Gunzenhauser

    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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth