George
Galat

Range Advisory, LLC

CRD#6165818
Investment Advisor
in Portland, OR

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About this Advisor

George Galat is a financial advisor based in Portland, Oregon, working with Range Advisory, LLC. George has previously held positions at UBS, Mosaic Financial Partners, Grove Advisors, Facet Wealth, Wealth Foundry, LLC, Range Finance Inc, and Vanguard. George has passed the Series 63 regulatory exam and is registered to provide services in Oregon, Pennsylvania, Texas, and Virginia. Currently, George is part of Range Advisory, LLC, which operates out of Portland, Oregon. The firm has 30 employees and manages assets totaling $27.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Range Advisory, LLC includes other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Others

Office Location

Portland, OR

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Range Advisory, LLC Brokerage Details

Total Assets Under Management

$27,200,000

OR Average: $1,835,309,194
Total Number of Employees

30

OR Average: 32
Total Number of Accounts

239

OR Average: 1,458
Average Account Size

$113,808

OR Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

George Galat Work History

2023 - Present (1 year)

Range Finance Inc

2020 - 2023 (3 years)

Wealth Foundry, LLC

2019 - 2020 (1 year)

Facet Wealth

2018 - 2019 (1 year)

Grove Advisors

2016 - 2018 (2 years)

Mosaic Financial Partners

2015 - 2016 (1 year)

Ubs

2013 - 2015 (2 years)

Vanguard

Disclosures

Please visit the SEC profile of George Galat 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 Range Advisory, LLC

Cassidy Murphy
Mc Lean, VA
Justin Davis
Mc Lean, VA
Jeffrey Lopez
Mc Lean, VA
Samuel Swenson
New York, NY
Bradford Jeter
Mc Lean, VA
George Galat
Portland, OR
Ryan Klemm
Mc Lean, VA
Kirstyn Simon
Mccordsville, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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