Global Financial Advisory Services, Inc.
● SEC registered since 2019CRD 135234SEC# 801-117677Valencia, CA
Reg. AUM
$259.3M
Employees
3
Accounts
659
Location
Valencia, CA
Global Financial Advisory Services, Inc. assets under management
Global Financial Advisory Services, Inc. operates as an SEC-registered investment adviser based in Valencia, CA. The firm has been registered since 2019. It reports $259.3 million in regulatory assets under management and employs 3 people.
Global Financial Advisory Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Garelick Control | President / Ceo & Chief Compliance Officer; Shareholder | Over 75% | 1999 |
Frequently asked questions
How much does Global Financial Advisory Services, Inc. manage?
Global Financial Advisory Services, Inc. reports $259.3 million in regulatory assets under management on its Form ADV.
How many employees does Global Financial Advisory Services, Inc. have?
Global Financial Advisory Services, Inc. reports 3 employees.
Where is Global Financial Advisory Services, Inc. located?
Global Financial Advisory Services, Inc. is based in Valencia, CA and has been SEC-registered since 2019.
Does Global Financial Advisory Services, Inc. disclose fund performance?
Global Financial Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23822 Valencia Blvd., Suite 304, Valencia, CA 91355 |
| Phone | (661) 286-0044 |
| Fax | (661) 286-0079 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$259.3M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$259.3Mregulatory AUM
Discretionary $222.7MNon-discretionary $36.5M