Adan Galvan, financial advisor Chicago IL
96 score

Adan Galvan

CRD Number: 5277259
Current Firm: Ativo Capital Management, LLC

Adan Galvan (CRD# 5277259) is an Investment Advisor Representative working at Ativo Capital Management, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ativo Capital Management LLC Chicago, IL May 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Adan Galvan
Phone Number: 312-263-7600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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