Gallatin Financial Advisors, LLC
Gallatin Financial Advisors, LLC (CRD# 164901) is a financial advisory firm headquartered in Milwaukee, WI. They manage $31,500,000 in 175 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Gallatin Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$180,000
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, PA, WI
Financial Advisors at Gallatin Financial Advisors, LLC
1
Matthew Arndt (CRD# 5290358) is an Investment Advisor Representative working at Gallatin Financial Advisors, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry.
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