Global Financial Advisor I, LP

Global Financial Advisor I, LP (CRD# 132406) is a financial advisory firm headquartered in Lewisville, TX. They manage $34,211,770 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
498 E. State Highway 121, Lewisville, TX 75057
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $402,491
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Global Financial Advisor I, LP
Showing 1 - 1 of 1 top financial advisors.
1
Angelo Prieto, financial advisor Lewisville TX
Angelo C. Prieto
CRD#: 4837146
498 E. State Highway 121, Lewisville, TX 75057

Angelo Prieto (CRD# 4837146) is an Investment Advisor Representative working at Global Financial Advisor I, LP in Lewisville, TX and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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