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Global Financial Advisory Services, Inc.

● SEC registered since 2019CRD 135234SEC# 801-117677Valencia, CA
Export (members)
Reg. AUM
$218.4M
Employees
3
Accounts
602
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 $218.4 million in regulatory assets under management and employs 3 people.
www.facebook.com/global1960View on SEC.gov ↗

Global Financial Advisory Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Scott Garelick ControlPresident / Ceo & Chief Compliance Officer; ShareholderOver 75%1999

Frequently asked questions

How much does Global Financial Advisory Services, Inc. manage?

Global Financial Advisory Services, Inc. reports $218.4 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

Address23822 Valencia Blvd., Suite 304, Valencia, CA 91355
Phone(661) 286-0044
Fax(661) 286-0079
Office hours9 a.m. To 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$34M
Non-discretionary$184.4M
Total (RAUM)$218.4M