BAKER GALLO

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
MIDLAND, Texas
CRD number
337609
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Baker Gallo operates as an accounting firm with a focus on the selection of other advisers. The firm does not engage in traditional investment management activities but instead serves as a capital allocator, guiding clients in their investment decisions by recommending external advisers. This model allows Baker Gallo to leverage expertise from various investment professionals while maintaining a tailored approach to client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DERBY GALLO

    PartnerCRD 8122407

  • DAVID BAKER

    PartnerCRD 8122403

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIDLAND, TX

MIDLAND

Location

MIDLAND, TX

Headquartered in MIDLAND, TX, anchoring the Midland-Odessa, TX metro in the South.

Metro area
Midland-Odessa, TX
Region
South
County
MIDLAND
Address
4912 N Midkiff Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth