GALLATIN & COMPANY, LLC
Total AUM
$98.1M
Employees
1Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2145 14TH AVE.
SUITE 15
VERO BEACH
FL 32960
United States
SUITE 15
VERO BEACH
FL 32960
United States
Operating Hours
10:00AM-4:00PM
Monday - Friday
Monday - Friday
Phone
772-231-9607
Financials
Total AUM
$98.1M
Accounts
53Discretionary
$26.7M
Accounts
10Non-Discretionary
$71.4M
Accounts
43
Clients
Individual Clients
24AUM
$9.7M
HNW Individual Clients
26AUM
$87.4M
Charitable Organization Clients
1AUM
$912.2K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLANYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.