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Andrew Joseph Galvin

PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC·SAN CARLOS, California
Clean recordPROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
680 WALNUT STREET, SAN CARLOS, CA 94070CRD# 7530889Firm CRD# 283261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Joseph Galvin · SAN CARLOS, CA
Registration
CRD #7530889 · PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Joseph Galvin is a registered financial advisor based in SAN CARLOS, California, affiliated with PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
PROPEL VENTURE PARTNERS MANAGEMENT CO.
AUM
$749M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7530889
Firm CRD# 283261
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Joseph Galvin offer?
Andrew Joseph Galvin specializes in Retirement Planning. Contact their office in SAN CARLOS, California for a consultation.
What are Andrew Joseph Galvin's credentials?
Andrew Joseph Galvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Joseph Galvin located?
Andrew Joseph Galvin is based in SAN CARLOS, California, working with PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC. Their office serves clients in the SAN CARLOS metropolitan area and surrounding communities.
How does Andrew Joseph Galvin charge for services?
Andrew Joseph Galvin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC?
PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC has approximately 6 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

David Mort
SAN CARLOS, CA
Bodas Rohit
SAN CARLOS, CA
Jay Reinemann
SAN CARLOS, CA
Thomas Whiteaker
SAN FRANCISCO, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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