GALVEZ FINANCIAL LLC

GALVEZ FINANCIAL LLC of PARRISH, FL is an SEC-registered investment adviser (CRD 334391). Regulatory assets under management: $209K.

Registration

• CRD: 334391
• Type: Registered investment adviser
• Location: 11253 ROLLING FORK TRAIL, PARRISH, FL, 34219
• Phone: (415) 385-1484
• Latest filing: 2026-07-28
• Regulatory AUM: $209K
• Discretionary AUM: $209K
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search