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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- PathwayMomentum beacon
- Established Date
- 07-14-1983
- Office Locations
- 1
Office Locations
About Garlikov Advisors INC
Columbus, Ohio-based The Garlikov Companies (including Garlikov Advisors/Garlikov & Associates) provides investment and insurance solutions for entrepreneurs, families, and businesses, pairing conservative money management with guidance on financial products and life/variable insurance and annuities. The firm emphasizes partnering with clients and their other advisors and operates with multi-state securities and insurance licensing. Member firm of M Financial Group.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Donald Edward Garlikov
Owner, President
- CRD
- #217998
- Ownership
- 75% or more
Carrie Lee Fleisher
Chief Compliance Officer
- CRD
- #1755228
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS WALTER KAISER
--
- CRD
- #2830241
MATTHEW ROBERT WOLFE
CPA
- CRD
- #4650640
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,583,700 | $1,140,570 |
| Non-Discretionary | $0 | -- |
| Total | $207,583,700 | $1,140,570 |
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Separately Managed Accounts
Total SMA Asset: $207,583,700
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $578,603,096 | 100.0% |
| Total | $578,603,096 | 100.0% |