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Building 2GALVIN, GAUSTAD & STEIN, LLC

Map pinSCOTTSDALE, AZ
Phone480-776-1445
NotebookSEC #801-71464
Total AUM
$1.4B
Employees
17
Clients
856

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7377 E. DOUBLETREE RANCH ROAD
SUITE 250
SCOTTSDALE
AZ 85258
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
480-776-1445
Other Offices
10

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,948
Discretionary
$1.3B
Accounts
1,928
Non-Discretionary
$16.8M
Accounts
20

ContactClients

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Individual Clients
391
AUM
$189.9M
HNW Individual Clients
440
AUM
$1.1B
Pension/Profit Sharing Plan Clients
9
AUM
$4M
Corporation or Business Clients
16
AUM
$35.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIDILMINCNMNVNYOHORPATNTXWA

HandshakeAffiliates

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

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