Overview
Assets Under Management: $218 million
Headquarters: VALENCIA, CA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
GLOBAL FINANCIAL ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135234), GLOBAL FINANCIAL ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
GLOBAL FINANCIAL ADVISORY SERVICES, INC. is headquartered in VALENCIA, CA.
GLOBAL FINANCIAL ADVISORY SERVICES, INC. serves 58 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL FINANCIAL ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GLOBAL FINANCIAL ADVISORY SERVICES, INC. manages $218 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, GLOBAL FINANCIAL ADVISORY SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 602
Discretionary Accounts: 85
Non-Discretionary Accounts: 517
Regulatory Filings
CRD Number: 135234
Last Filing Date: 2025-03-05 00:00:00
Website: https://gbmi.com