|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Galecki Financial Management Inc
✚
|
|
|---|---|
| CRD # | 107218 |
| SEC # | 801-47181 |
| CIK # | |
| AUM | $767.6 M (2025-02-05) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 260-436-8525 |
| Address | 7743 West Jefferson Blvd Fort Wayne, IN 46804 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 510 | 767.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,240 | 767.6 |
| By Discretionary | ||
| Discretionary | 2,240 | 767.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,240 | 767.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 767.6 | |
| Total | 2,240 | 767.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peak Wealth Solutions Inc
✚
|
OH | 0.8 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.8 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.8 |
|
The Millstone Evans Group LLC
✚
|
CO | 0.8 |
|
Basepoint Wealth LLC
✚
|
IA | 0.8 |
|
Commonwealth Financial Services LLC
✚
|
WV | 0.8 |
|
Asset Allocation Strategies LLC
✚
|
MI | 0.8 |
|
Catalina Capital Group LLC
✚
|
CA | 0.8 |
|
Dorsey Wright & Associates LLC
✚
|
VA | 0.8 |
|
CIM LLC
✚
|
NY | 0.8 |