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GFS ADVISORS LLC
1330 Post Oak Blvd., Suite 2100
Houston, Texas 77056
Tel: 713-968-0400
About GFS ADVISORS LLC
GFS ADVISORS LLC, formally registered with the SEC as GFS ADVISORS LLC. The firm was established in 05/21/2007. They have over 1 offices throughout the country.
GFS ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $2,854,534,074 assets under management, offering retirement planning & investment advisory services to 641 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143110 |
| SEC# | 801-67899 |
| Assets Managed by Firm | $2,854,534,074 |
| No. of Clients | 641 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 641 | $2,854,534,074 |
| Individuals (other than high net worth individuals) | 37 | $18,068,872 |
| High net worth individuals | 322 | $1,152,764,161 |
| Charitable organizations | 6 | $10,258,204 |
| Corporations or other businesses | 4 | $11,134,082 |
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