GLOBAL FINANCIAL ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2019

Total AUM

$259M

Discretionary

$223M

86% of AUM

Avg account

$393K

Accounts

659

Employees

Advisory reps

Firm details

Headquarters: VALENCIA, California
CRD number: 135234
Registered since: November 26, 2019
Website: www.gbmi.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI64.3%
Individuals24.06%
Pension & Profit Sharing Plans9.74%
Charitable Organizations1.9%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Global Financial Advisory Services, Inc. is an independent, SEC‑registered RIA organized as a corporation and owned by an individual. The firm functions as a capital allocator and serves both individual & family and institutional clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a model that combines in‑house planning with outsourced manager selection. Compensation is primarily fee‑based, using percentage of AUM structures alongside hourly billing and other fee arrangements. The firm does not market itself as an ESG investor and is not registered as a multi‑state adviser or pension consultant.