GLOBAL FINANCIAL ADVISOR I, LP of LEWISVILLE, TX is an SEC-registered investment adviser (CRD 132406). Regulatory assets under management: $34.9M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| SEABERG JAMES | CHIEF COMPLIANCE OFFICER; OWNER; VICE PRESIDENT | — |
| PRIETO ANGELO C | CHIEF COMPLIANCE OFFICER - PRESIDENT; PRESIDENT; TRUSTEE | — |
| DAVIS BRETT MILLER | CHIEF INVESTMENT OFFICER | — |
| BEER MURRAY L | TRUSTEE | — |