Galileo Planning Group, Inc
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 142586
- Website
- www.galileoplanninggroup.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Ramon Marquez
PrincipalCRD 5681668

Thomas Wise
AssociateCRD 7008571

Charles Wise
PrincipalCRD 4630322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SB Investment Advisers (US) Inc.
RIAMenlo Park, CA
Symphony Technology Group, LLC
RIAMenlo Park, CA
Sequoia Global Equities
RIAMenlo Park, CA
Crosslink Capital, Inc.
RIAMenlo Park, CA
Menlo Advisors LLC
RIAMenlo Park, CA
TCV
RIAMenlo Park, CA