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Galleria Financial Advisors, LLC

● SEC registered since 2005CRD 133673SEC# 801-63967Atlanta, GA
Export (members)
Reg. AUM
$239.2M
Employees
2
Accounts
140
Location
Atlanta, GA

Galleria Financial Advisors, LLC assets under management

Galleria Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2005. It reports $239.2 million in regulatory assets under management and employs 2 people.

Galleria Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gary Edwin Weld ControlMember And Chief Compliance Officer50-75%2004
Jeffrey Alan Eischeid ControlMember25-50%2010

Frequently asked questions

How much does Galleria Financial Advisors, LLC manage?

Galleria Financial Advisors, LLC reports $239.2 million in regulatory assets under management on its Form ADV.

How many employees does Galleria Financial Advisors, LLC have?

Galleria Financial Advisors, LLC reports 2 employees.

Where is Galleria Financial Advisors, LLC located?

Galleria Financial Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2005.

Does Galleria Financial Advisors, LLC disclose fund performance?

Galleria Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Riverwood Parkway, Suite 700, Atlanta, GA 30339
Phone770-790-3714
Fax770-390-0394
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$239.2M
Total (RAUM)$239.2M