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| Keyboard |
| Global Financial Advisory Services Inc
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|---|---|
| CRD # | 135234 |
| SEC # | 801-117677 |
| CIK # | |
| AUM | 259.3 M (2026-02-25) |
| 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) | 216 | 62.4 |
| (b) Individuals (high net worth individuals) | 64 | 166.7 |
| (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 | 16 | 25.3 |
| (h) Charitable organizations | 0 | 4.9 |
| (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 | 659 | 259.3 |
| By Discretionary | ||
| Discretionary | 476 | 222.7 |
| Non-Discretionary | 183 | 36.5 |
| Total | 659 | 259.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 257.9 | |
| Total | 659 | 259.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bridge Generations Wealth Management LLC
✚
|
FL | 259.8 M |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 259.6 M |
|
Elevation Wealth Management LLC
✚
|
259.2 M | |
|
KURE Advisory LLC
✚
|
MN | 259.0 M |
|
Cobblestone Asset Management LLC
✚
|
VA | 258.9 M |
|
Northern Lights Advisors Inc
✚
|
WA | 258.9 M |
|
724 Capital LLC
✚
|
258.9 M | |
|
GK Wealth Management LLC
✚
|
NV | 258.8 M |
|
Pacific Capital Associates Inc
✚
|
CA | 258.8 M |
|
Triton Financial Group Inc
✚
|
OK | 258.7 M |