# GLOBAL FINANCIAL ADVISORY SERVICES, INC.

GLOBAL FINANCIAL ADVISORY SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135234
- Type: SEC-registered investment adviser
- SEC file number: 801-117677
- Location: 23822 VALENCIA BLVD., SUITE 304, VALENCIA, CA, 91355
- Phone: (661) 286-0044
- Latest filing: 2026-02-25
- Regulatory AUM: $259.3M
- Discretionary AUM: $222.7M
- Non-discretionary AUM: $36.5M
- Clients: 3
- Accounts: 659

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Scott Garelick | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| GARELICK DAVID SCOTT | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SHERMAN OAKS | CA | 3 | (818) 385-3100 |
| SHERMAN OAKS | CA | 3 | (818) 385-3100 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135234/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135234/similar
- Related entities: https://search.stillhousedata.com/firm/135234/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135234

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.