Claim Profile
AT

Alfredo Tellez

GFS ADVISORS LLC·HOUSTON, Texas
Unclaimed Profile
1330 POST OAK BLVD., SUITE 2100, HOUSTON, TX 77056CRD# 2616322Firm CRD# 143110
01

About

Alfredo Tellez is a registered financial advisor based in HOUSTON, Texas, affiliated with GFS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GFS ADVISORS LLC
GFS ADVISORS LLC
AUM
$2.9B
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2616322
Firm CRD# 143110
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alfredo Tellez offer?
Alfredo Tellez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Alfredo Tellez's credentials?
Alfredo Tellez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfredo Tellez located?
Alfredo Tellez is based in HOUSTON, Texas, working with GFS ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Alfredo Tellez charge for services?
Alfredo Tellez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GFS ADVISORS LLC?
GFS ADVISORS LLC has approximately 11 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →