Global Financial Advisor I, LP
Global Financial Advisor I, LP (CRD# 132406) is a financial advisory firm headquartered in Plano, TX. They manage $28,998,945 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$295,908
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Angelo Prieto (CRD# 4837146) is an Investment Advisor Representative working at Global Financial Advisor I, LP in Plano, TX and has over 12 years of experience in the finance industry.