GLOBAL FINANCIAL ADVISORY SERVICES, INC.

GLOBAL FINANCIAL ADVISORY SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 135234). Regulatory assets under management: $259.3M.

Registration

• CRD: 135234
• SEC file number: 801-117677
• Type: Registered investment adviser
• 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)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search