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Home > Retirement Planners > arizona > scottsdale > GALVIN, GAUSTAD & STEIN, LLC
GALVIN, GAUSTAD & STEIN, LLC
7377 E. Doubletree Ranch Road
Suite 250
Scottsdale, Arizona 85258
Tel: 480-776-1445
About GALVIN, GAUSTAD & STEIN, LLC
GALVIN, GAUSTAD & STEIN, LLC, formally registered with the SEC as GALVIN, GAUSTAD & STEIN, LLC. The firm was established in 06/07/2010. They have over 9 offices throughout the country.
GALVIN, GAUSTAD & STEIN, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $1,105,393,663 assets under management, offering retirement planning & investment advisory services to 1982 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153410 |
| SEC# | 801-71464 |
| Assets Managed by Firm | $1,105,393,663 |
| No. of Clients | 1982 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1982 | $1,105,393,663 |
| Individuals (other than high net worth individuals) | 500 | $248,988,818 |
| High net worth individuals | 397 | $820,155,131 |
| Pension and profit sharing plans | $437,792 | |
| Corporations or other businesses | 17 | $35,811,922 |
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