GALLATIN & COMPANY, LLC
CRD #111984 SEC #801-60165 VERO BEACH, FL 772-231-9607
SEC Registered
Total AUM
$92.6M
Discretionary
$26.7M
Employees
1
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $92.6M | $26.7M | $65.9M | 1 | 0 |
| Mar 2025 | $92.6M | $26.7M | $65.9M | 1 | 0 |
| Mar 2024 | $90M | $25.9M | $64.1M | 1 | 0 |
| Feb 2023 | $110.2M | $60.8M | $49.4M | 2 | 0 |
| Mar 2022 | $122.2M | $59.7M | $62.5M | 2 | 0 |
| Oct 2021 | $113.3M | $59M | $54.4M | 2 | 0 |
| Feb 2021 | $113.3M | $59M | $54.4M | 2 | 0 |
| Jun 2020 | $106.6M | $59.6M | $47M | 2 | 0 |
| Feb 2020 | $106.6M | $59.6M | $47M | 2 | 0 |
| Jun 2019 | $98.9M | $58.3M | $40.5M | 2 | 0 |
| Jan 2019 | $98.9M | $58.3M | $40.5M | 2 | 0 |
| Jul 2018 | $99.2M | $58.8M | $40.4M | 2 | 0 |
| Mar 2018 | $99.2M | $58.8M | $40.4M | 3 | 0 |
| Mar 2017 | $96M | $59.2M | $36.8M | 3 | 26 |
| Mar 2016 | $100.8M | $67.6M | $33.2M | 3 | 26 |
| Mar 2015 | $92M | $55.9M | $36.1M | 3 | 26 |
| Mar 2014 | $91.1M | $57M | $34.1M | 3 | 26 |
| Mar 2013 | $91.4M | $52.9M | $38.5M | 3 | 26 |
| Feb 2012 | $79.3M | $45.9M | $33.4M | 1 | 26 |
| Apr 2009 | $34.4M | $2.5M | $31.9M | 5 | -- |
| Feb 2007 | $69.4M | $2.8M | $66.6M | 5 | -- |
| Mar 2006 | $99.5M | $39.8M | $59.7M | 5 | -- |
| Mar 2002 | $59.3M | $33.8M | $25.5M | 5 | -- |
| Jun 2001 | $35.5M | $13.5M | $22M | 5 | -- |
DateMay 2025
Total AUM$92.6M
Discretionary$26.7M
Non-Disc.$65.9M
Employees1
Clients0
DateMar 2025
Total AUM$92.6M
Discretionary$26.7M
Non-Disc.$65.9M
Employees1
Clients0
DateMar 2024
Total AUM$90M
Discretionary$25.9M
Non-Disc.$64.1M
Employees1
Clients0
DateFeb 2023
Total AUM$110.2M
Discretionary$60.8M
Non-Disc.$49.4M
Employees2
Clients0
DateMar 2022
Total AUM$122.2M
Discretionary$59.7M
Non-Disc.$62.5M
Employees2
Clients0
DateOct 2021
Total AUM$113.3M
Discretionary$59M
Non-Disc.$54.4M
Employees2
Clients0
DateFeb 2021
Total AUM$113.3M
Discretionary$59M
Non-Disc.$54.4M
Employees2
Clients0
DateJun 2020
Total AUM$106.6M
Discretionary$59.6M
Non-Disc.$47M
Employees2
Clients0
DateFeb 2020
Total AUM$106.6M
Discretionary$59.6M
Non-Disc.$47M
Employees2
Clients0
DateJun 2019
Total AUM$98.9M
Discretionary$58.3M
Non-Disc.$40.5M
Employees2
Clients0
DateJan 2019
Total AUM$98.9M
Discretionary$58.3M
Non-Disc.$40.5M
Employees2
Clients0
DateJul 2018
Total AUM$99.2M
Discretionary$58.8M
Non-Disc.$40.4M
Employees2
Clients0
DateMar 2018
Total AUM$99.2M
Discretionary$58.8M
Non-Disc.$40.4M
Employees3
Clients0
DateMar 2017
Total AUM$96M
Discretionary$59.2M
Non-Disc.$36.8M
Employees3
Clients26
DateMar 2016
Total AUM$100.8M
Discretionary$67.6M
Non-Disc.$33.2M
Employees3
Clients26
DateMar 2015
Total AUM$92M
Discretionary$55.9M
Non-Disc.$36.1M
Employees3
Clients26
DateMar 2014
Total AUM$91.1M
Discretionary$57M
Non-Disc.$34.1M
Employees3
Clients26
DateMar 2013
Total AUM$91.4M
Discretionary$52.9M
Non-Disc.$38.5M
Employees3
Clients26
DateFeb 2012
Total AUM$79.3M
Discretionary$45.9M
Non-Disc.$33.4M
Employees1
Clients26
DateApr 2009
Total AUM$34.4M
Discretionary$2.5M
Non-Disc.$31.9M
Employees5
Clients--
DateFeb 2007
Total AUM$69.4M
Discretionary$2.8M
Non-Disc.$66.6M
Employees5
Clients--
DateMar 2006
Total AUM$99.5M
Discretionary$39.8M
Non-Disc.$59.7M
Employees5
Clients--
DateMar 2002
Total AUM$59.3M
Discretionary$33.8M
Non-Disc.$25.5M
Employees5
Clients--
DateJun 2001
Total AUM$35.5M
Discretionary$13.5M
Non-Disc.$22M
Employees5
Clients--