Overview
Assets Under Management: $98 million
Headquarters: VERO BEACH, FL
High-Net-Worth Clients: 26
Average Client Assets: $3.4 million
Frequently Asked Questions
GALLATIN & COMPANY, 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 #111984), GALLATIN & COMPANY, LLC is subject to fiduciary duty under federal law.
GALLATIN & COMPANY, LLC is headquartered in VERO BEACH, FL.
GALLATIN & COMPANY, LLC serves 26 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, GALLATIN & COMPANY, LLC offers portfolio management for individuals. View all service details ↓
GALLATIN & COMPANY, LLC manages $98 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, GALLATIN & COMPANY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.15%
Average Client Assets: $3.4 million
Total Client Accounts: 53
Discretionary Accounts: 10
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 111984
Filing ID: 2057797
Last Filing Date: 2026-02-26 10:47:16