Gaelin LLC

RIA
Total AUM
$865K
Discretionary
$0
0% of AUM
Avg account
$173K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336808
Custodians
CNB CUSTODY
Fee structure
Percentage of AUM
Client types
  • HNWI88.44%
  • Individuals11.56%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gaelin LLC is an independently owned registered investment adviser organized as an LLC that provides portfolio management primarily to individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and identifies its client base as individual and family clients. Advisory activity is focused on discretionary portfolio management services for smaller private clients, and the firm does not report itself as an active ESG investor, a pension consultant, or a capital allocator. Filing data indicate the adviser operates under a single-owner structure rather than as part of a larger institutional network.

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

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth