3300 Riverwood Parkway
Suite 700
Atlanta, Georgia 30339
Tel: 770-790-3714
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133673 |
| SEC# | 801-63967 |
| Assets Managed by Firm | $219,414,745 |
| No. of Clients | 133 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 133 | $219,414,745 |
| Individuals (other than high net worth individuals) | 63 | $11,237,212 |
| High net worth individuals | 63 | $191,957,771 |
| Charitable organizations | 2 | $8,479,992 |
| Corporations or other businesses | 5 | $7,739,770 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
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