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Home > Retirement Planners > florida > vero beach > GALLATIN & COMPANY, LLC
GALLATIN & COMPANY, LLC
505 Beachland Blvd - Suite 7
Vero Beach, Florida 32963
Tel: 772-231-9607
About GALLATIN & COMPANY, LLC
GALLATIN & COMPANY, LLC, formally registered with the SEC as GALLATIN & COMPANY, LLC. The firm was established in 04/06/2001. They have over 1 offices throughout the country.
GALLATIN & COMPANY, LLC is a Vero Beach, Florida based Financial Planning firm with nearly $90,005,051 assets under management, offering retirement planning & investment advisory services to 48 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111984 |
| SEC# | 801-60165 |
| Assets Managed by Firm | $90,005,051 |
| No. of Clients | 48 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 48 | $90,005,051 |
| Individuals (other than high net worth individuals) | 18 | $6,759,131 |
| High net worth individuals | 29 | $82,411,104 |
| Charitable organizations | Fewer than 5 clients | $834,816 |
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