GALLIGAN FINANCIAL ADVISORS
Firm details
- Headquarters
- EAGAN, Minnesota
- CRD number
- 115334
- Website
- www.galliganfinancial.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Galligan Financial Advisors operates as an independent registered investment advisor, primarily serving individuals and families. The firm focuses on providing financial planning services and portfolio management tailored for small businesses and individual clients. It employs a fee structure based on a percentage of assets under management, allowing for alignment of interests between the firm and its clients. While the firm does not actively engage in ESG investing, it offers a range of financial products and services, including the sale of other financial products.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities10%
- Non-Exchange Traded Equities10%
- US Government Bonds10%
- State & Local Bonds10%
- Sovereign Bonds10%
Contacts
1 of 1STEPHEN GALLIGAN
Financial PlannerCRD 2837272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAGAN, MN
DAKOTA
Location
EAGAN, MN
Headquartered in EAGAN, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- DAKOTA
- Address
- 3460 Washington Dr
- Time zone
- CT (UTC-6)
- Office locations
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