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Building 2GALLAGHER CAPITAL ADVISORS, LLC

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Phone(940) 464-0404
NotebookSEC #801-123612
Total AUM
$263.1M
Employees
1
Clients
305

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(940) 464-0404

ReceiptFinancials

Total AUM
$263.1M
Accounts
553
Discretionary
$132.7M
Accounts
320
Non-Discretionary
$130.4M
Accounts
233

ContactClients

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Individual Clients
262
AUM
$64.1M
HNW Individual Clients
40
AUM
$159M
Pension/Profit Sharing Plan Clients
1
AUM
$22.3M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$14.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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