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Building 2GALLATIN & COMPANY, LLC

Map pinVERO BEACH, FL
Phone772-231-9607
NotebookSEC #801-60165
Total AUM
$98.1M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2145 14TH AVE.
SUITE 15
VERO BEACH
FL 32960
United States
Operating Hours
10:00AM-4:00PM
Monday - Friday
Phone
772-231-9607

ReceiptFinancials

Total AUM
$98.1M
Accounts
53
Discretionary
$26.7M
Accounts
10
Non-Discretionary
$71.4M
Accounts
43

ContactClients

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Individual Clients
24
AUM
$9.7M
HNW Individual Clients
26
AUM
$87.4M
Charitable Organization Clients
1
AUM
$912.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANYTX

HandshakeAffiliates

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

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