G
$239.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-20-2005
- Office Locations
- 1
Office Locations
3300 Riverwood Parkway Suite 700 Atlanta GA
About Galleria Financial Advisors, LLC
Galleria Financial Advisors, LLC is a Atlanta-based RIA. The firm has been operating for 21 years. Managing $239.2M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$119.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GARY EDWIN WELD
Chief Compliance Officer
- CRD
- #4891982
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY ALAN EISCHEID
Partner
- CRD
- #4644612
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $239,203,268 | $1,708,595 |
| Total | $239,203,268 | $1,708,595 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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