Overview
Assets Under Management: $203 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
GALLAGHER CAPITAL ADVISORS, LLC 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 #170955), GALLAGHER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GALLAGHER CAPITAL ADVISORS, LLC serves 38 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, GALLAGHER CAPITAL ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
GALLAGHER CAPITAL ADVISORS, LLC manages $203 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, GALLAGHER CAPITAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 532
Discretionary Accounts: 357
Non-Discretionary Accounts: 175
Regulatory Filings
CRD Number: 170955
Last Filing Date: 2025-02-05 00:00:00
Website: https://gallaghercapitaladvisors.com