|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Global Financial Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 135234 |
| SEC # | 801-117677 |
| CIK # | |
| AUM | $218.4 M (2025-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 661-286-0044 |
| Address | 23822 Valencia Blvd Valencia, CA 91355 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 53.4 |
| (b) Individuals (high net worth individuals) | 58 | 137.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 23.1 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 602 | 218.4 |
| By Discretionary | ||
| Discretionary | 85 | 34.0 |
| Non-Discretionary | 517 | 184.4 |
| Total | 602 | 218.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 218.2 | |
| Total | 602 | 218.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruce G Allen Investments LLC
✚
|
CO | 0.2 |
|
Addis & Hill Incorporated
✚
|
PA | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
0.2 | |
|
Gradient Advisors LLC
✚
|
MN | 0.2 |
|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
CFO Capital Management LLC
✚
|
CT | 0.2 |
|
Kempner Capital Management Inc
✚
|
TX | 0.2 |
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Imperium Wealth Management LLC
✚
|
TX | 0.2 |
|
Ipsen Advisor Group LLC
✚
|
AR | 0.2 |