GLOBAL FINANCIAL ADVISORS I, LP
Legal name: GLOBAL FINANCIAL ADVISOR I, LP
CRD #132406 SEC #801-63434 PLANO, TX 972-758-0852
SEC Registered
Total AUM
$26.5M
Discretionary
$26.5M
Employees
5
Clients
0
Accounts
49
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $21.2M | $21.2M | $0 | 5 | -- |
| Mar 2007 | $48.5M | $48.5M | $0 | 5 | -- |
| Nov 2006 | $33.7M | $33.7M | $0 | 5 | -- |
| Mar 2006 | $33.7M | $33.7M | $0 | 5 | -- |
| Jan 2006 | $26.5M | $26.5M | $0 | 5 | -- |
| Sep 2005 | $26.5M | $26.5M | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2009
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--