Updated:
GLOBAL FINANCIAL ADVISOR I, LP
GLOBAL FINANCIAL ADVISOR I, LP is an SEC-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $35 million in regulatory assets.
GLOBAL FINANCIAL ADVISOR I, LP
GLOBAL FINANCIAL ADVISOR I, LP is an SEC-registered investment adviser in LEWISVILLE, TX. The firm manages approximately $35 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Does the firm disclose its assets under management?
No. GLOBAL FINANCIAL ADVISOR I, LP has not published an AUM figure, and no regulatory filings containing that information have been identified.
Who runs investment decisions at the firm?
No named principals — including a CEO, CIO, or managing member — appear in public records, news reports, or professional networks for this entity.
What investment types does the firm target?
The firm's strategy is not disclosed. Without a website, deal announcements, or SEC filings, it is not possible to confirm whether it pursues direct investments, fund commitments, co-investments, or public securities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: