GALLERIA FINANCIAL ADVISORS, LLC
CRD #133673 SEC #801-63967 ATLANTA, GA 770-790-3714
SEC Registered
Total AUM
$219.4M
Discretionary
$0
Employees
2
Clients
0
Accounts
133
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $219.4M | $0 | $219.4M | 2 | 0 |
| Feb 2024 | $181.6M | $0 | $181.6M | 2 | 0 |
| Jul 2023 | $157.9M | $0 | $157.9M | 2 | 0 |
| Jan 2023 | $157.9M | $0 | $157.9M | 2 | 0 |
| Jan 2022 | $190.2M | $0 | $190.2M | 2 | 0 |
| Mar 2021 | $167.2M | $0 | $167.2M | 2 | 0 |
| Feb 2021 | $167.2M | $0 | $167.2M | 2 | 0 |
| Jun 2020 | $154.3M | $0 | $154.3M | 2 | 0 |
| Jan 2020 | $154.3M | $0 | $154.3M | 2 | 0 |
| Jul 2019 | $133.3M | $0 | $133.3M | 2 | 0 |
| Mar 2019 | $133.3M | $0 | $133.3M | 2 | 0 |
| Mar 2018 | $147.6M | $0 | $147.6M | 2 | 0 |
| May 2017 | $137.9M | $0 | $137.9M | 2 | 100 |
| Mar 2017 | $137.9M | $0 | $137.9M | 2 | 100 |
| Mar 2016 | $126.6M | $0 | $126.6M | 2 | 100 |
| Mar 2015 | $140.1M | $0 | $140.1M | 2 | 115 |
| Mar 2014 | $123.2M | $0 | $123.2M | 2 | 108 |
| Feb 2014 | $123.2M | $0 | $123.2M | 2 | 108 |
| Mar 2013 | $105M | $0 | $105M | 2 | 26 |
| Oct 2012 | $94.4M | $0 | $94.4M | 2 | 26 |
| Mar 2012 | $94.4M | $0 | $94.4M | 1 | 26 |
| Mar 2011 | $91.1M | $0 | $91.1M | 5 | -- |
| Jan 2011 | $82.3M | $0 | $82.3M | 5 | -- |
| Feb 2009 | $75.6M | $0 | $75.6M | 5 | -- |
| Mar 2008 | $109.6M | $0 | $109.6M | 5 | -- |
| Mar 2007 | $79M | $0 | $79M | 5 | -- |
| Mar 2007 | $38.8M | $0 | $38.8M | 5 | -- |
| Feb 2007 | $38.8M | $0 | $38.8M | 5 | -- |
| Mar 2006 | $38.8M | $0 | $38.8M | 5 | -- |
| Mar 2006 | $38.8M | $0 | $38.8M | 5 | -- |
| Feb 2005 | $25.6M | $0 | $25.6M | 5 | -- |
DateJan 2025
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees2
Clients0
DateFeb 2024
Total AUM$181.6M
Discretionary$0
Non-Disc.$181.6M
Employees2
Clients0
DateJul 2023
Total AUM$157.9M
Discretionary$0
Non-Disc.$157.9M
Employees2
Clients0
DateJan 2023
Total AUM$157.9M
Discretionary$0
Non-Disc.$157.9M
Employees2
Clients0
DateJan 2022
Total AUM$190.2M
Discretionary$0
Non-Disc.$190.2M
Employees2
Clients0
DateMar 2021
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees2
Clients0
DateFeb 2021
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees2
Clients0
DateJun 2020
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees2
Clients0
DateJan 2020
Total AUM$154.3M
Discretionary$0
Non-Disc.$154.3M
Employees2
Clients0
DateJul 2019
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees2
Clients0
DateMar 2019
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees2
Clients0
DateMar 2018
Total AUM$147.6M
Discretionary$0
Non-Disc.$147.6M
Employees2
Clients0
DateMay 2017
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients100
DateMar 2017
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees2
Clients100
DateMar 2016
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees2
Clients100
DateMar 2015
Total AUM$140.1M
Discretionary$0
Non-Disc.$140.1M
Employees2
Clients115
DateMar 2014
Total AUM$123.2M
Discretionary$0
Non-Disc.$123.2M
Employees2
Clients108
DateFeb 2014
Total AUM$123.2M
Discretionary$0
Non-Disc.$123.2M
Employees2
Clients108
DateMar 2013
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees2
Clients26
DateOct 2012
Total AUM$94.4M
Discretionary$0
Non-Disc.$94.4M
Employees2
Clients26
DateMar 2012
Total AUM$94.4M
Discretionary$0
Non-Disc.$94.4M
Employees1
Clients26
DateMar 2011
Total AUM$91.1M
Discretionary$0
Non-Disc.$91.1M
Employees5
Clients--
DateJan 2011
Total AUM$82.3M
Discretionary$0
Non-Disc.$82.3M
Employees5
Clients--
DateFeb 2009
Total AUM$75.6M
Discretionary$0
Non-Disc.$75.6M
Employees5
Clients--
DateMar 2008
Total AUM$109.6M
Discretionary$0
Non-Disc.$109.6M
Employees5
Clients--
DateMar 2007
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees5
Clients--
DateMar 2007
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--
DateFeb 2007
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--
DateMar 2006
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--
DateMar 2006
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--
DateFeb 2005
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees5
Clients--