Overview
Assets Under Management: $2.9 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 384
Average Client Assets: $3 million
Frequently Asked Questions
GFS ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143110), GFS ADVISORS LLC is subject to fiduciary duty under federal law.
GFS ADVISORS LLC is headquartered in HOUSTON, TX.
GFS ADVISORS LLC serves 384 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, GFS ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GFS ADVISORS LLC manages $2.9 billion in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, GFS ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 384
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 641
Discretionary Accounts: 515
Non-Discretionary Accounts: 126
Regulatory Filings
CRD Number: 143110
Last Filing Date: 2025-01-28 00:00:00
Website: https://globalhou.com