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| Happy Holidays!! thanks for using AUM13F!! |
| Galleria Financial Advisors LLC
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|---|---|
| CRD # | 133673 |
| SEC # | 801-63967 |
| CIK # | |
| AUM | $219.4 M (2025-01-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-790-3714 |
| Address | 3300 Riverwood Parkway Atlanta, GA 30339 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 11.2 |
| (b) Individuals (high net worth individuals) | 63 | 192.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 219.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 133 | 219.4 |
| Total | 133 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.4 | |
| Total | 133 | 219.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DCM Advisors LLC
✚
|
NY | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |
|
LRZ Capital LLC
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FL | 0.2 |
|
Independence Wealth Advisors Inc
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|
VA | 0.2 |
|
Crown Oak Advisors LLC
✚
|
0.2 | |
|
Horizons Wealth Management Inc
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|
NC | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
FDI Wealth Management LLC
✚
|
FL | 0.2 |
|
Bruce G Allen Investments LLC
✚
|
CO | 0.2 |
|
Addis & Hill Incorporated
✚
|
PA | 0.2 |