Overview
Assets Under Management: $189 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
GARLIKOV ADVISORS INC 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 #112352), GARLIKOV ADVISORS INC is subject to fiduciary duty under federal law.
GARLIKOV ADVISORS INC is headquartered in COLUMBUS, OH.
GARLIKOV ADVISORS INC serves 36 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, GARLIKOV ADVISORS INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GARLIKOV ADVISORS INC manages $189 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, GARLIKOV ADVISORS INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 112352
Last Filing Date: 2024-03-20 00:00:00
Website: https://garlikovcompanies.com