GALLAGHER WEALTH MANAGEMENT, INC

GALLAGHER WEALTH MANAGEMENT
DANVILLE, California·2 registered advisors·CRD# 161266
SEC# 801-1312310925-831-3043
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GALLAGHER WEALTH MANAGEMENT, INC

2 registered advisors
Christopher James Gallagher
DANVILLE, California
Renee Diane Gallagher
DANVILLE, California
05

Office Locations

DANVILLE, California
2 advisors

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Data sourced from SEC Form ADV filings. GALLAGHER WEALTH MANAGEMENT, INC (CRD# 161266) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.