Overview
Assets Under Management: $768 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 510
Average Client Assets: $2 million
Frequently Asked Questions
GALECKI FINANCIAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107218), GALECKI FINANCIAL MANAGEMENT INC is subject to fiduciary duty under federal law.
GALECKI FINANCIAL MANAGEMENT INC is headquartered in FORT WAYNE, IN.
GALECKI FINANCIAL MANAGEMENT INC serves 510 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, GALECKI FINANCIAL MANAGEMENT INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GALECKI FINANCIAL MANAGEMENT INC manages $768 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, GALECKI FINANCIAL MANAGEMENT INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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