Overview
Assets Under Management: $203 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
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