RIA Intel›Advisers›Florida›GALVEZ FINANCIAL LLC

GALVEZ FINANCIAL LLC

Advisory

PARRISH, FL

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in FL

#2,567

of 2,610 advisers by AUM

Average account

$12K

across 17 accounts

AUM per adviser

$209K

1 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$209K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$209K

Discretionary AUM$209K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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