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GALVEZ FINANCIAL LLC
CRD 334391
11253 ROLLING FORK TRAIL, PARRISH, FL, 34219, United States
Phone
(415) 385-1484
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68K
Discretionary AUM
$68K
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions; PER CONTRACT OPTIONS FEE
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $68K |
All web addresses on file
Official SEC filing: View on IAPD