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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- RadialBeacon +more
- Established Date
- 03-14-2025
- Office Locations
- 1
Office Locations
About 24acres
24Acres is a California RIA serving high-net-worth business owners and real estate investors with an under-one-roof approach to wealth management. Services include portfolio management and comprehensive planning alongside tax strategy, estate/legacy and insurance planning, charitable giving, and bookkeeping/cash-flow support. They integrate real estate, business interests, and private investments into the overall plan; Schwab is a listed custodian.
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Owner & Executives
MAXWELL NEWTON GALLAGHER
Chief Compliance Officer, Managing Member
- CRD
- #6857898
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,531,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,531,416 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,531,416
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,574,423,914 | 26.0% |
| Equity - Exchange | $1,683,422,493 | 27.8% |
| Cash | $1,489,647,242 | 24.6% |
| Derivatives | $1,307,982,943 | 21.6% |
| Total | $6,055,476,592 | 100.0% |