Garlikov Advisors Inc
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Overview
Garlikov Advisors Inc operates as a financial advisor firm based in Columbus, Ohio. Garlikov Advisors Inc handles $181.1 million in assets throughout 199 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small group, including 4 financial advisors. Garlikov Advisors Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, bonds and options.
Garlikov Advisors Inc oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring client approval. The investment advisory firm's average account size is $910,264. The typical financial advisor at Garlikov Advisors Inc manages around 50 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is at 41 S High St Ste 3400, Columbus, Ohio 43215. The company is allowed to provide services to investors in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Garlikov Advisors Inc by the Numbers
$181.1 million
4
199
$910.3 thousand
Fee Structure
Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by the firm can consist of some blend of the following fee types: asset-based or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
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
Garlikov Advisors Inc caters to retail investors, high net worth investors, charitable organizations and corporations. Out of its 199 clients, Garlikov Advisors Inc's biggest client type is retail investors, though it also serves 37 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 18.59%
- Other Individuals - 69.85%
- Corporations - 5.53%
- Charitable Organizations - 6.03%
* 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
Garlikov Advisors Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Garlikov Advisors Inc
Columbus, OH
Columbus, OH
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