7377 E. Doubletree Ranch Road
Suite 250
Scottsdale, Arizona 85258
Tel: 480-776-1445
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 $1,191,853,438 assets under management, offering retirement planning & investment advisory services to 1942 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153410 |
SEC# | 801-71464 |
Assets Managed by Firm | $1,191,853,438 |
No. of Clients | 1942 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1942 | $1,191,853,438 |
Individuals (other than high net worth individuals) | 456 | $213,171,457 |
High net worth individuals | 423 | $938,248,985 |
Pension and profit sharing plans | 5 | $2,244,489 |
Corporations or other businesses | 18 | $38,188,507 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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