G
$69.1M Total AUM
$67.0M Disc. AUM
-- 3Y CAGR
1 Employees
250 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2012
- Office Locations
- 1
Office Locations
3460 Washington Drive #204 Eagan MN
About Galligan Financial Advisors
Galligan Financial Advisors is a Eagan-based RIA. The firm has been operating for 14 years. Managing $69.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$69.1M AVG AUM / ADVISOR
$276.4K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
S
STEPHEN GALLIGAN
CFP, CPA, Investment Advisor
- CRD
- #2837272
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $2,100,000 | -- |
| Total | $69,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Equity - Exchange:
Available Equity - OTC:
Available Municipal Bonds:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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