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Building 2GALLERIA FINANCIAL ADVISORS, LLC

Map pinATLANTA, GA
Phone770-790-3714
NotebookSEC #801-63967
Total AUM
$239.2M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 RIVERWOOD PARKWAY
SUITE 700
ATLANTA
GA 30339
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
770-790-3714

ReceiptFinancials

Total AUM
$239.2M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$239.2M
Accounts
140

ContactClients

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Individual Clients
71
AUM
$15.5M
HNW Individual Clients
61
AUM
$205M
Charitable Organization Clients
3
AUM
$9.7M
Corporation or Business Clients
5
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALASCTNVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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