Patricio Angel Montemayor

Gfs Advisors LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Gfs Advisors LLC

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

722 clients

Average Client Portfolio

$4.5M average

Assets Under Management

$3.3B

Fee Structure

Location

1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Gfs Advisors LLC

June 2022 - Present · 3 yrs 8 mos

Global Financial Services, L.L.C.Broker

February 2022 - Present · 4 yrs

State Registrations9 states

AZCTFLMANENJNYPATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.