Gallagher Capital Advisors LLC is an adviser based in Argyle. It manages $28.3 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.
Gallagher Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gallagher Capital Advisors LLC is $28.3 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Gallagher Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Gallagher Capital Advisors LLC performs its advisory services is located at 1100 Tate Lane, Argyle, TX 76226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (940) 464-0404. The normal business hours are by appointment only on Monday - Friday.