GFS ADVISORS LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 143110
- Registered since
- May 21, 2007
- Website
- www.globalhou.com
- Custodians
- MORGAN STANLEY & CO. LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other60.86%
- HNWI34.56%
- Corporations / Businesses2.19%
- Individuals1.55%
- Investment Companies0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
GFS Advisors LLC is an SEC-registered investment adviser organized as an LLC and in operation since 2007. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. GFS uses a dual fee approach—charging a percentage of assets under management and, in some arrangements, performance-based fees. The firm is not an active ESG investor and is not designated as a multi-state adviser in the source material. It lists a broker-dealer affiliation and is described as a manager-focused advisory practice rather than a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Investment Grade Corp Bonds15%
- US Government Bonds11%
- Non-Investment Grade Corp Bonds6%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2JORGE IBARRA
Chief Operating OfficerCRD 3079569
WILLIAM CATHRINER
Chief Compliance OfficerCRD 1686950
Contacts
3 of 9JUAN CANTU GONZALEZ
Wealth ManagerCRD 5241376
CLAUDIA REYES
Portfolio ManagerCRD 2735333
BERNARDO VELEZ DIEGO FERNANDEZ
Investment AssociateCRD 7025992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$519M in ETFs
90%
$466M
9%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30.6M | 47,041 | 5.90% |
Location
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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