GALLIGAN FINANCIAL ADVISORS

RIASEC Registered
Total AUM
$69.1M
Discretionary
$67M
97% of AUM
Avg account
$276K
Accounts
250
Employees
1
Advisory reps
1

Firm details

Headquarters
EAGAN, Minnesota
CRD number
115334
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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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

Asset composition

Asset composition: Exchange Traded Equities 10%, Non-Exchange Traded Equities 10%, US Government Bonds 10%, State & Local Bonds 10%, Sovereign Bonds 10%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 10%, Derivatives 10%, Public Funds/Mutual Funds 10%, Private Funds 8%, Cash & Cash Equivalents 1%, Other 1%10%
  • Exchange Traded Equities10%
  • Non-Exchange Traded Equities10%
  • US Government Bonds10%
  • State & Local Bonds10%
  • Sovereign Bonds10%

Contacts

1 of 1
  • STEPHEN GALLIGAN

    Financial PlannerCRD 2837272

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth