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Building 2GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Map pinVALENCIA, CA
Phone(661) 286-0044
NotebookSEC #801-117677
Total AUM
$259.3M
Employees
3
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23822 VALENCIA BLVD.
SUITE 304
VALENCIA
CA 91355
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(661) 286-0044
Other Offices
1

ReceiptFinancials

Total AUM
$259.3M
Accounts
659
Discretionary
$222.7M
Accounts
476
Non-Discretionary
$36.5M
Accounts
183

ContactClients

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Individual Clients
216
AUM
$62.4M
HNW Individual Clients
64
AUM
$166.7M
Pension/Profit Sharing Plan Clients
16
AUM
$25.3M
Charitable Organization Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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