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| Galloway Asset Management LLC
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| |
|---|---|
| CRD # | 141091 |
| SEC # | 801-68901 |
| CIK # | |
| AUM | $792.7 MM (2024-05-28) |
| Employees | 38 (71% Investors, 8% Brokers) |
| Phone | 480-325-8668 |
| Address | 1138 N Alma School Rd Mesa, AZ 85201 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,600 | 678.3 |
| (b) Individuals (high net worth individuals) | 80 | 114.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,821 | 792.7 |
| By Discretionary | ||
| Discretionary | 3,776 | 775.1 |
| Non-Discretionary | 45 | 17.6 |
| Total | 3,821 | 792.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 792.7 | |
| Total | 3,821 | 792.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Realta Investment Advisors Inc
✚
|
DE | 0.8 |
|
Financial Advisors Network Inc
✚
|
CA | 0.8 |
|
One Day in July LLC
✚
|
VT | 0.8 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.8 |
|
Modern Portfolio Management Inc
✚
|
OH | 0.8 |
|
Financial Insights Inc
✚
|
WA | 0.8 |
|
The Financial Consulate Inc
✚
|
MD | 0.8 |
|
TMD Wealth Management LLC
✚
|
AZ | 0.8 |
|
Blankinship & Foster LLC
✚
|
CA | 0.8 |
|
Haussmann Financial Inc
✚
|
CA | 0.8 |