$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2024
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Ghost Strategies LLC
Ghost Strategies is a Texas-based, founder-led wealth management firm serving individuals and businesses with budgeting, debt and cash-flow management, retirement planning, and portfolio rebalancing/investment consulting. The practice emphasizes ETF-based portfolio construction and ongoing advice, and publishes client-facing financial tools and calculators that can support advisor education and engagement.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$101.8K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Services
Available
Owner & Executives
K
Kristopher John Gallow
Chief Compliance Officer, Owner
- CRD
- #7866140
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,017,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,017,672 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing