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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Harbor zenithFrontier +more
- Established Date
- 08-06-2012
- Office Locations
- 3
Office Locations
About Gallatin Financial Advisors, LLC
Gallatin Financial Advisors, LLC is a boutique RIA offering wealth management with integrated tax planning/accounting and a results-based financial planning process geared to clarifying retirement trajectory. The team includes an IRS Enrolled Agent and uses ETF-focused portfolios in managed accounts. Retail-focused, with client work that includes business owners; platforms include Altruist and LPL.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW JOHN ARNDT
Investment Banking Associate, Owner, PRINCIPAL
- CRD
- #5290358
- Ownership
- 75% or more
JOHN GEORGE MCCARTHY
Financial Advisor, PARTNER
- CRD
- #3077750
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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SAMUEL DAVID BRAVO
--
- CRD
- #6629399
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,668,966 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,668,966 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,668,966
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $606,437,274 | 64.7% |
| Cash | $330,869,177 | 35.3% |
| Total | $937,306,451 | 100.0% |