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Renee Diane Gallagher

GALLAGHER WEALTH MANAGEMENT, INC·DANVILLE, California
Unclaimed Profile
4155 BLACKHAWK PLAZA CIRCLE, DANVILLE, CA 94506CRD# 2359544Firm CRD# 161266
01

About

Renee Diane Gallagher is a registered financial advisor based in DANVILLE, California, affiliated with GALLAGHER WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GALLAGHER WEALTH MANAGEMENT, INC
GALLAGHER WEALTH MANAGEMENT
AUM
$105M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GALLAGHER WEALTH MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2359544
Firm CRD# 161266
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Renee Diane Gallagher offer?
Renee Diane Gallagher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DANVILLE, California for a consultation.
What are Renee Diane Gallagher's credentials?
Renee Diane Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renee Diane Gallagher located?
Renee Diane Gallagher is based in DANVILLE, California, working with GALLAGHER WEALTH MANAGEMENT, INC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does Renee Diane Gallagher charge for services?
Renee Diane Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLAGHER WEALTH MANAGEMENT, INC?
GALLAGHER WEALTH MANAGEMENT, INC has approximately 3 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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