Michael
Bosen

Gallacher Capital Management, LLC

CRD#5429693
Investment Advisor
in Lone Tree, CO

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About this Advisor

Michael Bosen is a financial advisor who works in Lone Tree, Colorado, with a total of 14 years of relevant experience. Bosen is on the advisory team at Gallacher Capital Management, LLC. Throughout their career, they have worked at Gallacher, Bosen & Goodman Pllc, Lpl Financial LLC, Gbg Wealth Advisors and Gallacher Capital Management LLC. Bosen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Gallacher Capital Management, LLC is an advisory company based out of Lone Tree, CO. The company has offices in three locations and a total of 13 employees. It manages $422 million in assets across its 1,129 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,129 customer accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets. Gallacher Capital Management, LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fee types charged by Gallacher Capital Management, LLC likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

10465 Park Meadows Dr #107
Lone Tree, CO 80124

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Gallacher Capital Management, LLC Brokerage Details

Total Assets Under Management

$422,440,545

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

1,129

CO Average: 1,101
Average Account Size

$374,172

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Michael Bosen Work History

Michael has been registered as a financial advisor for 14 years.*

2011 - Present (13 years)

Gallacher Capital Management LLC

2006 - Present (18 years)

Gallacher, Bosen & Goodman Pllc

2009 - 2016 (7 years)

Lpl Financial LLC

2009 - 2015 (6 years)

Gbg Wealth Advisors

*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 Michael Bosen 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 Gallacher Capital Management, LLC

Jeffrey Wray
Lone Tree, CO
Jordan Gallacher
Lone Tree, CO
Boman Stacey
Lone Tree, CO
John Gillespie
Lone Tree, CO
Michael Bosen
Lone Tree, CO
Jill Ditter
Lone Tree, CO
Ronald Bringhurst
Phoenix, AZ
Shawn Jones
Lone Tree, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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