GARLIKOV ADVISORS INC

Overview

Garlikov Advisors Inc. is a small, independently owned advisory corporation that has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional accounts, and positions itself as a discretionary portfolio manager for individuals, small businesses and institutions. It also operates as a registered representative of a broker‑dealer and as an insurance broker, which aligns with its use of insurance-based products alongside traditional investment vehicles. The firm charges a mix of percentage-of-AUM and fixed fees and does not list itself as an active ESG investor. It does not act as a capital allocator or a multi‑state adviser, and its regulatory classification is listed as unclassified. The combination of broker‑dealer registration and insurance affiliation suggests client solutions that blend advisory portfolios with brokerage and insurance strategies where appropriate.

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