RIA Intel›Advisers›Minnesota›GALLIGAN FINANCIAL ADVISORS, LTD.

GALLIGAN FINANCIAL ADVISORS, LTD.

Advisory

EAGAN, MN

Data as of Nov 5, 2024 · Source: SEC Form ADV

Rank in MN

#444

of 511 advisers by AUM

Average account

$276K

across 250 accounts

AUM per adviser

$69M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 5, 2024.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69M

Discretionary AUM$67M

Non-Discretionary AUM$2M

Discretionary %97%

Total Clients250

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

250 clients

The full client-type breakdown and the share of AUM each category represents.

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