GALVIN, GAUSTAD & STEIN, LLC - Financial Advisor in Arizona, Scottsdale

Tel: 480-776-1445 7377 E. Doubletree Ranch Road Suite 250 Scottsdale, Arizona 85258

About GALVIN, GAUSTAD & STEIN, LLC

GALVIN, GAUSTAD & STEIN, LLC is a Scottsdale, Arizona based financial advisory firm with nearly $1,191,853,438 in assets under management and provides investment advisory services for 1942 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

153410

Firm SEC#:

801-71464

Assets Under Management:

$1,191,853,438

No. of Clients:

1942

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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