GALVIN, GAUSTAD & STEIN, LLC
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.
153410
801-71464
$1,191,853,438
1942
14
14
8
Approved since Jun 7, 2010
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
A percentage of AUM, Hourly charges, Fixed fees
Clients by Type
| Client Type | Clients | Assets Under Management |
|---|---|---|
| Individuals (other than high net worth) | 456 | $213,171,457 |
| High net worth individuals | 423 | $938,248,985 |
| Pension and profit sharing plans | 5 | $2,244,489 |
| Corporations or other businesses | 18 | $38,188,507 |
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