PUBLIC SAFETY FINANCIAL/GALLOWAY

RIASEC RegisteredEst. 2008

Total AUM

$17.9M

Discretionary

$17.9M

100% of AUM

Avg account

$235K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MESA, Arizona
CRD number: 141091
Registered since: March 20, 2008
Website: www.galloway911.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Public Safety Financial/Galloway is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2008. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutional business clients. Its service mix extends beyond portfolio management to include published periodicals or newsletters and educational seminars or workshops. Fee arrangements include assets-based fees, fixed fees and other fee structures. The firm does not position itself around ESG investing and is not identified as a pension consultant or related-adviser. Its organizational footprint reflects a small, specialist RIA rather than a capital allocator or multi-state advisory platform.