Overview
Assets Under Management: $219 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
GALLERIA FINANCIAL 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 #133673), GALLERIA FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
GALLERIA FINANCIAL ADVISORS, LLC is headquartered in ATLANTA, GA.
GALLERIA FINANCIAL ADVISORS, LLC serves 63 high-net-worth clients according to their SEC filing dated January 25, 2025. View client details ↓
According to their SEC Form ADV, GALLERIA FINANCIAL ADVISORS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
GALLERIA FINANCIAL ADVISORS, LLC manages $219 million in client assets according to their SEC filing dated January 25, 2025.
According to their SEC Form ADV, GALLERIA FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 133
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 133673
Last Filing Date: 2025-01-25 00:00:00
Website: https://btcpa.net