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- Custodian
- Charles Schwab & Company · Empower · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2006
- Office Locations
- 3
Office Locations
About Public Safety Financial/Galloway
Public Safety Financial/Galloway provides retirement planning and wealth management for police, fire, and other government employees, plus their families and friends. The team advises on deferred compensation, pension maximization, benefits, and broader financial planning, and offers ongoing investment management. Unique to its niche, it delivers department training and education; custody includes Charles Schwab & Co. and Pershing.
Team overview
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Custodian
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Investment Vehicles
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Owner & Executives
MAGDALENA EBERHARDT
Chief Operations Officer
- CRD
- #2176162
- Ownership
- Less than 5%
MICHAEL JEFFREY GALLOWAY
Chief Executive Officer
- CRD
- #3001646
- Ownership
- Less than 5%
Element summit
Horizon vital
- CRD
- #24229
- Ownership
- 38.7%
Showing 2 of 3 owners & executives
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TYLER JACOB ALLEN
Public Safety Representative
- CRD
- #6458613
ANDREA LENORE ALLEY
Secretary
- CRD
- #5457658
Beacon eagle
Focus atlas
- CRD
- #81033
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,881,765 | $235,286 |
| Non-Discretionary | $0 | -- |
| Total | $17,881,765 | $235,286 |
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Separately Managed Accounts
Total SMA Asset: $17,881,765
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,542,320,756 | 47.0% |
| Equity - Exchange | $833,015,737 | 15.4% |
| Cash | $2,033,856,604 | 37.6% |
| Total | $5,409,193,097 | 100.0% |