Garlikov Advisors Inc

RIASEC RegisteredEst. 1983

Total AUM

$208M

Discretionary

$208M

100% of AUM

Avg account

$1.1M

Accounts

182

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 112352
Registered since: July 14, 1983
Website: www.garlikovcompanies.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.59%
Corporations / Businesses19.78%
Individuals15.35%
Charitable Organizations2.27%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Garlikov Advisors Inc. is a corporation operating as a non-independent retail registered investment adviser, SEC-registered since 1983 and owned by an individual. The firm combines advisory services with broker-dealer and insurance-distribution activities, acting as a registered representative of a broker-dealer and as an insurance broker. Its advisory mandate covers portfolio management for individuals and small businesses as well as for business and institutional clients. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.