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Global Financial Advisory Services, Inc.

Global Financial Advisory Services, Inc.. CRD 135234

Global Financial Advisory Services, Inc. logo

CRD: 135234

Global Financial Advisory Services, Inc.

Valencia, CA, 91355
6612860044
gbmi.com
$259.3M Total AUM
$222.7M Disc. AUM
20.1% 3Y CAGR
3 Employees
296 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
Summit summitMomentum unison
Established Date
05-26-2005
Office Locations
2

Office Locations

15260 Ventura Blvd. Suite 1750 Sherman Oaks CA
23822 Valencia Blvd. Suite 304 Valencia CA

About Global Financial Advisory Services, Inc.

Global Financial Advisory Services (part of Global Business Management) is a Southern California fee-based RIA and multi-family office serving entertainment professionals, athletes, entrepreneurs and their families. The firm combines investment management, asset allocation and financial planning with in-house tax, accounting and business management for holistic wealth and legacy planning. Custody includes Schwab and Pershing.

Team overview

-- AVG AGE
$86.4M AVG AUM / ADVISOR
$875.9K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Summit Value Timber Capital summit

Client Personas

Momentum Catalyst focus Eagle Pioneer

Custodian

Glacier Delta element Catalyst Optima Vector pathway Insight zenith Prime signal Signal atlas Harbor pathway Horizon Timber vital

Investment Themes

Value alpha Insight alpha Matrix atlas

Investment Vehicles

Unison wave

Platform

Pathway Fusion zenith Glacier vital

Services

Eagle value Radial catalyst Element Matrix crest Alpha peak Peak harbor Fusion radial Ridge peak Pathway Foundation vital Alpha peak Insight summit Vertex

Technology

Ridge Ember alpha

Owner & Executives

DAVID SCOTT GARELICK

DAVID SCOTT GARELICK

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President

CRD
#2679553
Ownership
75% or more
(739) 820-7735
pioneer.vertex@momentumcapital.com
in linkedin.com/in/harbor-alpha

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Contacts

B

BARTON JAMES BREWER

Financial Advisor, General Partner

CRD
#1677665
(651) 305-5516
ember.vector@bridgecapital.com
in linkedin.com/in/bridge-glacier
P

PETER MARTIN GARELICK

Certified Financial Planner

CRD
#5382966
(433) 544-4224
pioneer.momentum@glaciercapital.com
in linkedin.com/in/beacon-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-30-2023
02-29-2024
03-05-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $222,709,181 $467,876
Non-Discretionary $36,548,509 $199,719
Total $259,257,690 $393,411

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Separately Managed Accounts

Total SMA Asset: $259,257,690

$259.3M Total SMA
Public Funds:
21.7%
Equity - Exchange:
26.2%
U.S. Government/Agency:
32.6%
Cash:
19.5%
Asset class Assets Assets %
Public Funds $1,809,954,521 21.7%
Equity - Exchange $2,185,290,712 26.2%
U.S. Government/Agency $2,719,102,183 32.6%
Cash $1,626,456,827 19.5%
Total $8,340,804,243 100.0%

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