Global Financial Services, L.L.C.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 35699
- Registered since
- February 2, 1994
- Website
- www.globalhou.com
Firm profile
FINTRXOverview
Global Financial Services, L.L.C. is a privately held limited liability company that has been SEC-registered since 1994. Public records list the firm as an unclassified adviser owned by a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available filing. The firm has not provided detail in the public snapshot about its fee arrangements, client segments, specific advisory activities, or business lines. That absence of disclosure makes it difficult to characterize its client focus, product lineup, or investment process from the available data.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jorge Ibarra
Chief Operating OfficerCRD 3079569

William Cathriner
Chief Compliance OfficerCRD 1686950
Contacts
3 of 12
Bernardo Velez Diego Fernandez
Investment AssociateCRD 7025992

Radford Gunzenhauser
ManagerCRD 7253452
Gerardo Chapa
Managing DirectorCRD 1451790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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