Gallagher Wealth Management
Gallagher Wealth Management (CRD# 161266) is a financial advisory firm headquartered in Danville, CA. They manage $93,059,316 in 320 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management93MILLION
-
Total Number of Accounts320ACCOUNTS
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Average Account Value$290,810
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Gallagher Wealth Management
1
Christopher Gallagher (CRD# 2847397) is an Investment Advisor Representative working at Gallagher Wealth Management in Danville, CA and has over 27 years of experience in the finance industry.
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