Overview
Assets Under Management: $488 million
Headquarters: LONE TREE, CO
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,325
Discretionary Accounts: 1,248
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 113189
Filing ID: 1999136
Last Filing Date: 2025-06-20 13:24:00
Website: https://gallachercapital.com