Overview
Assets Under Management: $768 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 510
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 510
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,240
Discretionary Accounts: 2,240
Regulatory Filings
CRD Number: 107218
Last Filing Date: 2025-02-05 00:00:00
Website: https://galecki.com