G
CRD: 129285
Gallagher Capital Corp.
Bainbridge Island, WA
2067140508
$41.5M Total AUM
$41.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
22 yrs Firm Age
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- Custodian
- UBS ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
-- Bainbridge Island WA
About Gallagher Capital Corp.
Gallagher Capital Corp. is a Bainbridge Island-based RIA. The firm has been operating for 22 years. Managing $41.5M in total assets under management, with 1 advisory representatives. They custody assets with UBS and US Bank. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$41.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
Atlas Wave
Services
Glacier atlas
Owner & Executives
KATHLEEN ELIZABETH GALLAGHER
Owner, President
- CRD
- #1063239
- Ownership
- 75% or more
(547) 362-9489
pathway.frontier@northcapital.com
in linkedin.com/in/capital-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,542,922 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,542,922 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,542,922
Municipal Bonds:
29.7% Cash:
36.2% U.S. Government/Agency:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $568,289,203 | 29.7% |
| Cash | $692,662,261 | 36.2% |
| U.S. Government/Agency | $652,480,196 | 34.1% |
| Total | $1,913,431,660 | 100.0% |