Claudia
Reyes

Gfs Advisors LLC

CRD#2735333
Investment Advisor
in Houston, TX

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About this Advisor

Claudia Reyes is a chartered financial analyst who works out of Houston, Texas who has 6 years of relevant experience. Reyes works at Gfs Advisors LLC. They have spent the entirety of their career at Gfs Advisors Llc. Reyes has a Series 63 license, designating them as a securities representative, and is able to work in Texas. Gfs Advisors LLC is a registered investment company based out of Houston, TX. It controls $2 billion in assets between its 622 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charitable organizations. Of its 622 client accounts, 57% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on which service is provided. However, fee types charged by Gfs Advisors LLC most likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

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

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Gfs Advisors LLC Brokerage Details

Total Assets Under Management

$2,375,744,627

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

622

TX Average: 2,315
Average Account Size

$3,819,525

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Claudia Reyes Work History

Claudia has been registered as a financial advisor for 6 years.*

2007 - Present (17 years)

Global Financial Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Claudia Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gfs Advisors LLC

Mukhtar-Bek Kochenov
Houston, TX
William Cathriner
Houston, TX
John Bruno
Houston, TX
Jose Sepulveda
Houston, TX
Patricio Montemayor
Houston, TX
Claudia Reyes
Houston, TX
Juan Cantu Gonzalez
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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