GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CRD #135234 SEC #801-117677 VALENCIA, CA (661) 286-0044
SEC Registered
Total AUM
$218.4M
Discretionary
$34M
Employees
3
Clients
25
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $218.4M | $34M | $184.4M | 3 | 0 |
| Feb 2024 | $195.5M | $14.5M | $181M | 5 | 0 |
| Mar 2023 | $154.4M | $0 | $154.4M | 4 | 0 |
| Mar 2022 | $154.3M | $0 | $154.3M | 6 | 0 |
| Mar 2022 | $154.3M | $0 | $154.3M | 6 | 0 |
| Feb 2021 | $124.4M | $0 | $124.4M | 6 | 0 |
| Feb 2021 | $124.4M | $0 | $124.4M | 6 | 0 |
| Dec 2020 | $110.2M | $0 | $110.2M | 5 | 0 |
| May 2020 | $110.2M | $0 | $110.2M | 5 | 0 |
| Mar 2020 | $110.2M | $0 | $110.2M | 5 | 0 |
| Oct 2019 | $104.5M | $0 | $104.5M | 5 | 0 |
DateMar 2025
Total AUM$218.4M
Discretionary$34M
Non-Disc.$184.4M
Employees3
Clients0
DateFeb 2024
Total AUM$195.5M
Discretionary$14.5M
Non-Disc.$181M
Employees5
Clients0
DateMar 2023
Total AUM$154.4M
Discretionary$0
Non-Disc.$154.4M
Employees4
Clients0
DateMar 2022
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees6
Clients0
DateMar 2022
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees6
Clients0
DateFeb 2021
Total AUM$124.4M
Discretionary$0
Non-Disc.$124.4M
Employees6
Clients0
DateFeb 2021
Total AUM$124.4M
Discretionary$0
Non-Disc.$124.4M
Employees6
Clients0
DateDec 2020
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees5
Clients0
DateMay 2020
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees5
Clients0
DateMar 2020
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees5
Clients0
DateOct 2019
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees5
Clients0