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GALLATIN & COMPANY, LLC
CRD 111984 · SEC 801-60165
2145 14TH AVE., SUITE 15, VERO BEACH, FL, 32960, United States
Phone
772-231-9607
Fax
772-231-9609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.1M
Discretionary AUM
$26.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $9.7M |
| High net worth individuals | 26 | $87.4M |
States served
LA, NY, TX, FL
Official SEC filing: View on IAPD