Gallatin & Company, LLC

Gallatin & Company, LLC (CRD# 111984) is a financial advisory firm headquartered in Vero Beach, FL. They manage $100,825,138 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $2,653,293
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Gallatin & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Russell W. Twiss
CRD#: 5034600
660 Beachland Blvd - Suite 206, Vero Beach, FL 32963
93
Wealthminder
score

Russell Twiss (CRD# 5034600) is an Investment Advisor Representative working at Gallatin & Company, LLC in Vero Beach, FL and has over 11 years of experience in the finance industry.

2
Eileen A. Comerford
CRD#: 734615
660 Beachland Blvd - Suite 206, Vero Beach, FL 32963
90
Wealthminder
score

Eileen Comerford (CRD# 734615) is an Investment Advisor Representative working at Gallatin & Company, LLC in Vero Beach, FL and has over 5 years of experience in the finance industry.

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