Gallatin & Company, LLC
Gallatin & Company, LLC is an SEC-registered ria in Vero Beach, FL with $98.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Gallatin & Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111984, SEC 801-60165, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $98.1M (2026-02-26)
- Firm type
- Ria
- Location
- Vero Beach, FL
- Employees
- 1
- Clients
- 50
- CRD
- 111984
- Ownership
- TWISS, DONALD, LIDDELL; TWISS, RUSSELL, WILLIAMS; PARSONS, JAMES, DANA
How much AUM does Gallatin & Company, LLC have?
Gallatin & Company, LLC reported $98.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Gallatin & Company, LLC?
Disclosed owners and executives of Gallatin & Company, LLC include TWISS, DONALD, LIDDELL, TWISS, RUSSELL, WILLIAMS, PARSONS, JAMES, DANA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.