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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