Global Financial Advisory Services, Inc.

Global Financial Advisory Services, Inc. (CRD# 135234) is a financial advisory firm headquartered in Valencia, CA. They manage $195,542,342 in 582 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
23822 Valencia Blvd., Suite 304, Valencia, CA 91355
https://www.facebook.com/global1960
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $335,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, TX

Financial Advisors at Global Financial Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Barton Brewer, financial advisor Valencia CA
Barton J. Brewer
CRD#: 1677665
23822 Valencia Blvd., Suite 304, Valencia, CA 91355

Barton Brewer (CRD# 1677665) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 36 years of experience in the finance industry.

2
David Garelick, financial advisor Valencia CA
David S. Garelick
CRD#: 2679553
23822 Valencia Blvd., Suite 304, Valencia, CA 91355

David Garelick (CRD# 2679553) is an Investment Advisor Representative working at Global Financial Advisory Services, Inc. in Valencia, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals