Unclaimed Profile

Alan Grujic

GALIAM CAPITAL, LLC·SAN FRANCISCO, California

Series 4, Series 7TO, Series 24, Series 37, Series 55, Series 57TO, Series 63Clean recordGALIAM CAPITAL, LLC

1 LETTERMAN DRIVE, BLDG C, SAN FRANCISCO, CA 94129CRD# 4820630Firm CRD# 159209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Grujic · SAN FRANCISCO, CA

Registration

CRD #4820630 · GALIAM CAPITAL, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 4

Series 7TO

Series 24

Series 37

Series 55

Series 57TO

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GALIAM CAPITAL, LLC

CRD 159209 · SEC 801-72886

AUM

$140M

Regulatory assets under management

Services offered by GALIAM CAPITAL, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GALIAM CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Alan Grujic offer?

Alan Grujic specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Alan Grujic's credentials?

Alan Grujic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Grujic located?

Alan Grujic is based in SAN FRANCISCO, California, working with GALIAM CAPITAL, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Alan Grujic charge for services?

Alan Grujic'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 GALIAM CAPITAL, LLC?

GALIAM CAPITAL, LLC is a registered investment adviser with the SEC, managing $140M in regulatory assets under management. See their Form ADV for full details.

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