RIA Intel›Advisers›California›GLOBAL FINANCIAL ADVISORY SERVICES, INC.

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Advisory

N·VALENCIA, CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM
$259M
1-Year AUM Growth
+26.6%
3-Year CAGR
+16.2%
Employees
3
Assets Under Management
Total AUM$259M
Discretionary AUM$223M
Non-Discretionary AUM$37M
Discretionary %85.9%
Total Clients282
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingOct 25, 2019
Latest FilingFeb 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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