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GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD 135234 · SEC 801-117677
23822 VALENCIA BLVD., SUITE 304, VALENCIA, CA, 91355, United States
Phone
(661) 286-0044
Fax
(661) 286-0079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.3M
Discretionary AUM
$222.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $62.4M |
| High net worth individuals | 64 | $166.7M |
| Pension/profit sharing plans | 16 | $25.3M |
States served
AZ, CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD