GALILEO PLANNING GROUP, INC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
4

Firm details

Headquarters
MENLO PARK, California
CRD number
142586
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Galileo Planning Group, Inc. is a privately owned corporate advisory firm that functions as a capital allocator, directing client capital to outside managers in addition to providing in-house advisory work. The firm bills clients through hourly rates, fixed fees and other non-asset-based arrangements. Its stated advisory activities emphasize comprehensive financial planning, pension consulting and the selection of other advisers for clients. Galileo does not identify as an active ESG investor and is not characterized as a multi-state adviser or a newly formed adviser.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • RAMON MARQUEZ

    PrincipalCRD 5681668

  • Thomas Wise

    AssociateCRD 7008571

  • CHARLES WISE

    PrincipalCRD 4630322

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
4600 Bohannon Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth