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GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673 · SEC 801-63967
3300 RIVERWOOD PARKWAY, SUITE 700, ATLANTA, GA, 30339, United States
Phone
770-790-3714
Fax
770-390-0394
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $15.5M |
| High net worth individuals | 61 | $205.0M |
| Charitable organizations | 3 | $9.7M |
| Corporations/business entities | 5 | $9.0M |
States served
GA, LA, SC, TN, VA, FL
Official SEC filing: View on IAPD