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Galecki Financial Management INC

Galecki Financial Management INC. CRD 107218

G

CRD: 107218

Galecki Financial Management INC

Fort Wayne, IN, 46804
2604368525
galecki.com
$929.5M Total AUM
$929.5M Disc. AUM
18.8% 3Y CAGR
15 Employees
1,060 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail
Platforms
Atlas waveSummit +more
Established Date
08-01-1994
Office Locations
1

Office Locations

7743 West Jefferson Blvd Fort Wayne IN

About Galecki Financial Management INC

Galecki Financial Management is a Fort Wayne-based, fee-only RIA providing fiduciary financial planning and ongoing wealth management for individuals and families across Northeast Indiana and nationwide. Services include an in-depth Initial Financial Overview, comprehensive planning, and discretionary portfolio management with an ETF-heavy approach. The multi-generational team is staffed by CFP professionals, and the firm custody relationships include Charles Schwab.

Team overview

42 AVG AGE
$154.9M AVG AUM / ADVISOR
$876.9K AVG AUM / CLIENT
16.6 yrs AVG TENURE
15 Employees
6 Advisory Reps
6 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Catalyst radial

Client Personas

Focus Timber vital

Custodian

Timber Signal Ember Ember insight Zenith focus

Investment Themes

North quantum Summit Insight optima Bridge

Investment Vehicles

Catalyst Foundation optima

Platform

Ember north

Services

Focus Vector element Element Matrix Foundation prime Crest insight Vital Vector Vertex vector Timber vector

Technology

Meridian summit Pathway value Prime

Owner & Executives

C

CHLOE ANNA Blythe

Financial Planner, Owner

CRD
#6232660
Ownership
10% but less than 25%
(636) 860-4249
eagle.vital@quantumcapital.com
in linkedin.com/in/north-glacier
K

KEVIN DANIEL CHANDLER

FINANCIAL PLANNER, Owner, Principal

CRD
#6322491
Ownership
10% but less than 25%
(964) 940-1390
horizon.legacy@pioneercapital.com
in linkedin.com/in/atlas-catalyst
B

Bridge atlas

Unison alpha

CRD
#46848
Ownership
34.1%
(644) 628-7419
oak.foundation@insightcapital.com
in linkedin.com/in/wave-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-12-2022
02-23-2023
01-30-2024
02-05-2025
02-02-2026
Category Assets AVG. Account size
Discretionary $929,463,266 $380,928
Non-Discretionary $0 --
Total $929,463,266 $380,928

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Separately Managed Accounts

Total SMA Asset: $929,463,266

$929.5M Total SMA
Equity - Exchange:
27.0%
Corporate - Investment Grade:
41.6%
Equity - OTC:
31.4%
Asset class Assets Assets %
Equity - Exchange $146,074,000 27.0%
Corporate - Investment Grade $225,062,163 41.6%
Equity - OTC $169,878,652 31.4%
Total $541,014,815 100.0%

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