Talal
Attieh

Galliott Capital Advisors, LLC

CRD#7275215
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Talal Attieh is a financial advisor based out of Beverly Hills, California with 2 years of industry experience. Attieh is currently employed by Galliott Capital Advisors, LLC. Over the course of their career, they have held roles at University Of Southern California, Aiglon College, British International School Of Jeddah, Richmond University, None, Insigneo Securities LLC, Insigneo Advisory Services and Galliott Capital Advisors. Attieh maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Galliott Capital Advisors, LLC is a financial advisory company operating out of Beverly Hills, CA. It oversees $1 billion in total assets among its 250 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 250 accounts, 94% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Galliott Capital Advisors, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9401 Wilshire Blvd. Ste 705
Beverly Hills, CA 90212

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Galliott Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,011,900,000

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

250

CA Average: 3,727
Average Account Size

$4,047,600

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Talal Attieh Work History

Talal has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Galliott Capital Advisors

2020 - Present (4 years)

Insigneo Securities LLC

2020 - Present (4 years)

Insigneo Advisory Services

2020 - 2020 (< 1 year)

None

2016 - 2020 (4 years)

University Of Southern California

2015 - 2016 (1 year)

Richmond University

2013 - 2015 (2 years)

Aiglon College

2006 - 2013 (7 years)

British International School Of Jeddah

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Talal Attieh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Galliott Capital Advisors, LLC

Azelia Betancourt
Beverly Hills, CA
Shahan Derbedrosian
Beverly Hills, CA
Antoine Souma
Beverly Hills, CA
Talal Attieh
Beverly Hills, CA
Robert Mourad
Beverly Hills, CA

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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