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Global Financial Advisor I, LP

Global Financial Advisor I, LP. CRD 132406

Global Financial Advisor I, LP logo

CRD: 132406

Global Financial Advisor I, LP

Lewisville, TX, 75057
9729059412
www.globalfinancialadvisorsllc.com
$34.9M Total AUM
$34.9M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
Legacy glacier
Established Date
06-01-2004
Office Locations
1

Office Locations

498 E. State Highway 121 Lewisville TX

About Global Financial Advisor I, LP

Global Financial Advisors delivers an integrated, family-office-style planning and wealth management solution for closely held business owners, founders/senior executives, and ultra-high-net-worth families. The firm quarterbacks tax, estate, insurance, risk/asset protection, liquidity, succession and business-exit planning, coordinating with clients’ legal and accounting teams. Portfolios may include ETFs and private funds. Led by Wharton MBA Don Gross (advising since 1988).

Team overview

-- AVG AGE
$34.9M AVG AUM / ADVISOR
$872.7K AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Summit Harbor

Client Personas

Eagle Alpha

Custodian

Legacy radial Atlas North Eagle delta

Investment Vehicles

Unison

Services

Fusion momentum Eagle Prime pioneer Wave Pioneer vital

Technology

North momentum

Owner & Executives

B

BRETT MILLER DAVIS

Chief Investment Officer, Financial Advisor

CRD
--
Ownership
Less than 5%
(416) 301-4266
focus.vector@valuecapital.com
in linkedin.com/in/atlas-signal
A

ANGELO C PRIETO

Chief Compliance Officer, Chief Financial Officer

CRD
#4837146
Ownership
Less than 5%
(790) 830-2239
delta.zenith@capitalcapital.com
in linkedin.com/in/atlas-harbor
V

Vertex beacon

Oak signal

CRD
#30282
Ownership
41.7%
(278) 616-6346
prime.quantum@catalystcapital.com
in linkedin.com/in/delta-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $34,909,335 --
Non-Discretionary $0 --
Total $34,909,335 --

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Separately Managed Accounts

Total SMA Asset: $34,909,335

$34.9M Total SMA
Equity - Exchange:
14.4%
Private Funds:
10.0%
Cash:
18.9%
U.S. Government/Agency:
12.3%
Corporate - Investment Grade:
15.1%
Municipal Bonds:
14.2%
Corporate - Non-Investment Grade:
15.1%
Asset class Assets Assets %
Equity - Exchange $978,774,476 14.4%
Private Funds $679,704,497 10.0%
Cash $1,284,641,500 18.9%
U.S. Government/Agency $836,036,532 12.3%
Corporate - Investment Grade $1,026,353,791 15.1%
Municipal Bonds $965,180,386 14.2%
Corporate - Non-Investment Grade $1,026,353,792 15.1%
Total $6,797,044,974 100.0%

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