Global Financial Advisory Services, Inc.
Global Financial Advisory Services, Inc. is an SEC-registered mass-market adviser in Valencia, CA with $259.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Global Financial Advisory Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135234, SEC 801-117677, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $259.3M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Valencia, CA
- Employees
- 3
- Clients
- 296
- CRD
- 135234
- Ownership
- GARELICK, DAVID, SCOTT
How much AUM does Global Financial Advisory Services, Inc. have?
Global Financial Advisory Services, Inc. reported $259.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Global Financial Advisory Services, Inc.?
Disclosed owners and executives of Global Financial Advisory Services, Inc. include GARELICK, DAVID, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.