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Gallatin & Company, LLC

● SEC registered since 2001CRD 111984SEC# 801-60165Vero Beach, FL
Export (members)
Reg. AUM
$92.6M
Employees
1
Accounts
48
Location
Vero Beach, FL

Gallatin & Company, LLC assets under management

Gallatin & Company, LLC is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2001. It reports $92.6 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Gallatin & Company, LLC owners & executives

1 reported
NameTitleOwnershipSince
Russell Williams Twiss ControlPresident/Managing Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Gallatin & Company, LLC manage?

Gallatin & Company, LLC reports $92.6 million in regulatory assets under management on its Form ADV.

How many employees does Gallatin & Company, LLC have?

Gallatin & Company, LLC reports 1 employees.

Where is Gallatin & Company, LLC located?

Gallatin & Company, LLC is based in Vero Beach, FL and has been SEC-registered since 2001.

Does Gallatin & Company, LLC disclose fund performance?

Gallatin & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2145 14th Ave. - Suite 15, Suite 15, Vero Beach, FL 32960
Phone772-231-9607
Fax772-231-9609
Office hours10:00a.m.-4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26.7M
Non-discretionary$65.9M
Total (RAUM)$92.6M