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 a limited liability company that has been registered with the SEC since 1994. The firm is listed as unclassified in the snapshot data and is owned by a domestic entity and an individual. The publicly supplied details are sparse: the firm does not identify a client base, specific advisory activities, or a fee structure in the available record. Regulatory and operational flags in the profile indicate the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. It also does not list pension consulting or relationships with related advisers. Those entries, together with the limited disclosure of business activities, suggest either a minimal public footprint or that reporting was not provided in the source.

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
  • Jorge Ibarra

    Jorge Ibarra

    Chief Operating OfficerCRD 3079569

  • William Cathriner

    William Cathriner

    Chief Compliance OfficerCRD 1686950

Contacts

3 of 13
  • Bernardo Velez Diego Fernandez

    Bernardo Velez Diego Fernandez

    Investment AssociateCRD 7025992

  • Radford Gunzenhauser

    Radford Gunzenhauser

    ManagerCRD 7253452

  • Gerardo Chapa

    Managing DirectorCRD 1451790

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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