Galleria Financial Advisors, LLC
● SEC registered since 2005CRD 133673SEC# 801-63967Atlanta, GA
Reg. AUM
$239.2M
Employees
2
Accounts
140
Location
Atlanta, GA
Galleria Financial Advisors, LLC assets under management
Galleria Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2005. It reports $239.2 million in regulatory assets under management and employs 2 people.
Galleria Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Edwin Weld Control | Member And Chief Compliance Officer | 50-75% | 2004 |
| Jeffrey Alan Eischeid Control | Member | 25-50% | 2010 |
Frequently asked questions
How much does Galleria Financial Advisors, LLC manage?
Galleria Financial Advisors, LLC reports $239.2 million in regulatory assets under management on its Form ADV.
How many employees does Galleria Financial Advisors, LLC have?
Galleria Financial Advisors, LLC reports 2 employees.
Where is Galleria Financial Advisors, LLC located?
Galleria Financial Advisors, LLC is based in Atlanta, GA and has been SEC-registered since 2005.
Does Galleria Financial Advisors, LLC disclose fund performance?
Galleria Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Riverwood Parkway, Suite 700, Atlanta, GA 30339 |
| Phone | 770-790-3714 |
| Fax | 770-390-0394 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.2M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$239.2Mregulatory AUM
Discretionary $0Non-discretionary $239.2M