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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
| GARELICK, DAVID, SCOTT | I | PRESIDENT / CEO & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | E | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (4)
AZ CA NH TX
Address
23822 VALENCIA BLVD.SUITE 304
VALENCIA, CA 91355
United States
Phone: (661) 286-0044