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Building 2GALLIOTT CAPITAL ADVISORS, LLC

Map pinBEVERLY HILLS, CA
Phone310-362-3320
NotebookSEC #801-120725
Total AUM
$249M
Employees
6
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9401 WILSHIRE BLVD.
STE 705
BEVERLY HILLS
CA 90212
United States
Operating Hours
6:30 AM - 4PM PST
Monday - Friday
Phone
310-362-3320

ReceiptFinancials

Total AUM
$249M
Accounts
113
Discretionary
$197.9M
Accounts
82
Non-Discretionary
$51.1M
Accounts
31

ContactClients

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Individual Clients
21
AUM
$4.3M
HNW Individual Clients
51
AUM
$110.8M
Pooled Vehicle Clients
5
AUM
$40.4M
Pension/Profit Sharing Plan Clients
4
AUM
$8.4M
Insurance Company Clients
1
AUM
$24.3M
Corporation or Business Clients
31
AUM
$60.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INSTITUTIONAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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