Gavltd International Corporation

RIASEC RegisteredEst. 2021
Total AUM
$34.3M
Discretionary
$34.3M
100% of AUM
Avg account
$3.8M
Accounts
9
Employees
2
Advisory reps
2

Firm details

Headquarters
El Paso, Texas
CRD number
314687
Registered since
June 11, 2021
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Gavltd International Corporation is organized as a corporation and operates as an institutional registered investment adviser. The firm became SEC-registered in 2021 and is owned by an individual. It charges clients either a percentage of assets under management or fixed fees. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not describe itself as a pension consultant or related adviser. Public filings and the FINTRX snapshot provide limited detail on client types, business activities, or advisory services beyond its fee structure and organizational facts. The record also notes that the firm is not a capital allocator, which suggests it primarily manages client portfolios rather than originating or seeding external fund managers.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Investment Grade Corp Bonds 53%, Exchange Traded Equities 28%, Other 11%, US Government Bonds 7%, Cash & Cash Equivalents 1%53%
  • Investment Grade Corp Bonds53%
  • Exchange Traded Equities28%
  • Other11%
  • US Government Bonds7%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Concepcion Villar Blanco

    Director And PresidentCRD 7375061

  • Julio Gordillo-mendez

    Director, CCOCRD 2556203

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

El Paso, TX

El Paso

Location

El Paso, TX

Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.

Metro area
El Paso-Las Cruces, TX-NM
Region
South
County
El Paso
Address
5731 A Cromo Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth