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Home > Retirement Planners > california > valencia > GLOBAL FINANCIAL ADVISORY SERVICES, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
23822 Valencia Blvd.
Suite 304
Valencia, California 91355
Tel: (661) 286-0044
About GLOBAL FINANCIAL ADVISORY SERVICES, INC.
GLOBAL FINANCIAL ADVISORY SERVICES, INC, formally registered with the SEC as GLOBAL FINANCIAL ADVISORY SERVICES, INC. The firm was established in 11/26/2019. They have over 2 offices throughout the country.
GLOBAL FINANCIAL ADVISORY SERVICES, INC. is a Valencia, California based Financial Planning firm with nearly $218,367,299 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135234 |
| SEC# | 801-117677 |
| Assets Managed by Firm | $218,367,299 |
| No. of Clients | 602 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 602 | $218,367,299 |
| Individuals (other than high net worth individuals) | 207 | $53,398,185 |
| High net worth individuals | 58 | $137,156,185 |
| Pension and profit sharing plans | 17 | $23,144,106 |
| Charitable organizations | Fewer than 5 clients | $4,668,823 |
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