GFS Advisors LLC

RIASEC RegisteredEst. 2007
Total AUM
$3.8B
Discretionary
$2.7B
72% of AUM
Avg account
$5.8M
Accounts
654
Employees
11
Advisory reps
11

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

FINTRX

Overview

GFS Advisors LLC is an SEC-registered LLC (since 2007) that provides financial planning and portfolio management to individuals, families and institutions. The firm charges both a percentage-of-AUM fee and performance-based fees, and it lists broker-dealer industry affiliation. GFS describes its advisory work as focused on financial planning and discretionary portfolio management for individuals/small businesses as well as for businesses or institutional clients. It does not list itself as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 63%, Investment Grade Corp Bonds 15%, US Government Bonds 11%, Non-Investment Grade Corp Bonds 6%, Public Funds/Mutual Funds 3%, State & Local Bonds 1%, Cash & Cash Equivalents 1%63%
  • Exchange Traded Equities63%
  • Investment Grade Corp Bonds15%
  • US Government Bonds11%
  • Non-Investment Grade Corp Bonds6%
  • Public Funds/Mutual Funds3%

Owners & executives

2 of 2
  • Jorge Ibarra

    Jorge Ibarra

    Chief Operating OfficerCRD 3079569

  • William Cathriner

    William Cathriner

    Chief Compliance OfficerCRD 1686950

Contacts

3 of 9
  • Juan Cantu Gonzalez

    Juan Cantu Gonzalez

    Wealth ManagerCRD 5241376

  • Claudia Reyes

    Claudia Reyes

    Portfolio ManagerCRD 2735333

  • Bernardo Velez Diego Fernandez

    Bernardo Velez Diego Fernandez

    Investment AssociateCRD 7025992

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 127

Active vs passive

$384M in ETFs

Passive

95%

$364M

Active

1%

$20M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA VALUE FACTOR ETF (VLUE)BlackRockPassiveLarge Value$50M131,10013.00%
Unlock additional holdings →

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