Julia
Galioto
Kleinfelder Capital, Inc
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About this Advisor
Julia Galioto is a financial advisor operating out of Cincinnati, Ohio with 6 years of industry experience. Galioto is an advisor for Kleinfelder Capital, Inc. Their career trajectory has included roles at Morgan Stanley, Paul Mitchell The School - Cincinnati, Walgreen'S, Stay At Home Mom, Sinclair Community College, Brondon Foot And Ankle, Kleinfelder Capital, Inc and Purshe Kaplan Sterling Investments. Galioto maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Kleinfelder Capital, Inc is an advisory company that has its headquarters in Cincinnati, OH. It has $209 million in assets across its 870 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 870 client accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Kleinfelder Capital, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically depend on which services are provided. However, fee types charged by Kleinfelder Capital, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kleinfelder Capital, Inc Brokerage Details
$208,598,235
5
870
$239,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Julia Galioto Work History
Julia has been registered as a financial advisor for 6 years.*
Purshe Kaplan Sterling Investments
Kleinfelder Capital, Inc
Morgan Stanley
Brondon Foot And Ankle
Sinclair Community College
Paul Mitchell The School - Cincinnati
Walgreen'S
Stay At Home Mom
*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 Julia Galioto 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 Kleinfelder Capital, Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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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