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GLOBAL FINANCIAL ADVISORY SERVICES, INC.

VALENCIA, CA · CRD 135234 · IAPD ↗ · (661) 286-0044

$259.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — GLOBAL FINANCIAL ADVISORY SERVICES, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — GLOBAL FINANCIAL ADVISORY SERVICES, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — GLOBAL FINANCIAL ADVISORY SERVICES, INC. reported RAUM up 27% ($154.4M -> $195.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.