SEC Form ADV

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Firm profile: Global Financial Advisory Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$259.3M

Assets Under Management

659

Total Clients

Employees

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Registration Details

Accession: CRD-135234
Location: VALENCIA, CA
Filing Date: February 25, 2026
AUM: $259.3M
Total Clients: 659
Institutional Clients: 16
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

GLOBAL FINANCIAL ADVISORY SERVICES, INC. is a registered investment adviser headquartered in VALENCIA, CA, managing approximately $259.3M in assets across 659 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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