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GLOBAL FINANCIAL ADVISOR I, LP
GLOBAL FINANCIAL ADVISORS I, LP
CRD 132406 · SEC 801-63434
498 E. STATE HIGHWAY 121, LEWISVILLE, TX, 75057, United States
Phone
972-905-9412
Fax
972-758-0927
Registration
— (—)
Source
State registered
Total AUM
$34.9M
Discretionary AUM
$34.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Partnership
Filing date
2025-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.4M |
| High net worth individuals | 12 | $13.1M |
Official SEC filing: View on IAPD