GALLATIN FINANCIAL ADVISORS, LLC

GALLATIN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 164901). Regulatory assets under management: $47.7M.

Registration

• CRD: 164901
• Type: Registered investment adviser
• Phone: 773-332-0499
• Latest filing: 2026-01-14
• Regulatory AUM: $47.7M
• Discretionary AUM: $47.7M
• Clients: 3
• Accounts: 197

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164901 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search