Gal Perlmutter, financial advisor Austin TX

Gal Perlmutter

CRD Number: 5040414
Current Firm: Bfc Planning, Inc.

Gal Perlmutter (CRD# 5040414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Austin, TX Jul 2017 - Current 4
Bfc Planning, Inc. Austin, TX Jul 2017 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2017 2
Morgan Stanley Smith Barney Austin, TX Jun 2009 - Jul 2017 8
Citigroup Global Markets Inc. Dallas, TX Sep 2005 - Jul 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Gal E. Perlmutter
Phone Number: 319-447-5700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,275
    MILLIONS
  • Total Number of Accounts
    8,328
    ACCOUNTS
  • Average Account Value
    $153,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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