Galliard Capital Management
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Overview
Galliard Capital Management is a financial advisor firm based in Minneapolis, Minnesota. The company controls $92.0 billion in total assets across 282 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 22 financial advisors. Galliard Capital Management does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as stocks, bonds and options.
Galliard Capital Management manages most of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without needing to seek the client's consent. The company also oversees three non-discretionary accounts with a total of $641.2 million in assets under management. Galliard Capital Management supervises roughly $326.2 million in assets for every client account. The typical financial advisor at Galliard Capital Management manages about 13 client accounts, placing it among the more individualized advisor firms in the country.
The company's main office is located at 800 Lasalle Ave., Ste 1400, Minneapolis, Minnesota 55402-2033. The company is registered to serve clients throughout 24 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Galliard Capital Management by the Numbers
$92.0 billion
79
282
$326.2 million
Products and Services
Galliard Capital Management provides a variety of services, which can include portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. It does not sell products or offer services other than investment advisory services to its investment advisory clients. The firm is affiliated with a number of other companies in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely depend on the financial services provided. However, fees charged by Galliard Capital Management likely are comprised of any blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Galliard Capital Management manages money for a broad range of customers. The firm provides services to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 282 accounts, Galliard Capital Management's biggest client group by number of accounts is pension plans. None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 89.55%
- Charitable Organizations - 10.45%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Galliard Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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