Global Financial Services, L.L.C.

Broker-DealerFINRA MemberEst. 1994
Total AUM
—
Advisory reps
15
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 appears on the SEC roster with an initial registration in 1994. Ownership is recorded as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm’s public disclosure contains very limited detail about its core advisory activities, client types, or fee structure.

Assets & Accounts

Investments & Alternatives

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
  • William Cathriner

    William Cathriner

    Chief Compliance OfficerCRD 1686950

  • Jorge Ibarra

    Jorge Ibarra

    Chief Operating OfficerCRD 3079569

Contacts

3 of 13
  • Juan Cantu Gonzalez

    Juan Cantu Gonzalez

    Wealth ManagerCRD 5241376

  • Victor Villarreal Guerra

    Wealth ManagerCRD 5310319

  • Bernardo Velez Diego Fernandez

    Bernardo Velez Diego Fernandez

    Investment AssociateCRD 7025992

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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