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Building 2GALLAGHER WEALTH MANAGEMENT

Map pinDANVILLE, CA
Phone925-831-3043
NotebookSEC #801-131231
Total AUM
$123.5M
Employees
4
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 LA GONDA WAY
SUITE 200
DANVILLE
CA 94526
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
925-831-3043

ReceiptFinancials

Total AUM
$123.5M
Accounts
360
Discretionary
$123.5M
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$30.1M
HNW Individual Clients
43
AUM
$93.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANENHTX

HandshakeAffiliates

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

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