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GALLERIA FINANCIAL ADVISORS, LLC

3300 Riverwood Parkway
Suite 700
Atlanta, Georgia 30339
Tel: 770-790-3714

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About GALLERIA FINANCIAL ADVISORS, LLC

GALLERIA FINANCIAL ADVISORS, LLC, formally registered with the SEC as GALLERIA FINANCIAL ADVISORS, LLC. The firm was established in 02/23/2005. They have over 1 offices throughout the country.

GALLERIA FINANCIAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $219,414,745 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133673
SEC#801-63967
Assets Managed by Firm$219,414,745
No. of Clients133
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total133$219,414,745
Individuals (other than high net worth individuals)63$11,237,212
High net worth individuals63$191,957,771
Charitable organizations2$8,479,992
Corporations or other businesses5$7,739,770

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