Global Financial Advisory Services, INC.
Financial planning in Valencia, CA
SEC registeredNo commissions reported
Public-record details
- Address
- 23822 Valencia Blvd., Suite 304, Valencia, CA 91355
- Phone
- (661) 286-0044
- Listed under
- Financial planning, Hourly fees, % of assets managed
- CRD number
- 135234
- Registration
- SEC registered since 2019-11-26
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges; Other (Referral Fees)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $259.3 million
- Accounts managed
- 659
- Clients reported (Form ADV 5.D)
- 296
- Individual / high-net-worth clients
- 216 / 64
- Employees
- 3
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-02-25
Read the official record
- SEC IAPD summary for CRD 135234 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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