GALECKI FINANCIAL MANAGEMENT INC
Firm details
- Headquarters
- FORT WAYNE, Indiana
- CRD number
- 107218
- Registered since
- August 1, 1994
- Website
- galecki.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Galecki Financial Management Inc is an independent registered investment adviser servicing individual and family clients. Founded in 1994 and owned by an individual, the firm combines financial planning, discretionary portfolio management, pension consulting and client communications (including publications) as its core service offerings. Its practice emphasizes equity-oriented portfolios delivered through separate managed accounts and exchange-traded instruments, with discretionary authority over the full asset base. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds10%
Contacts
3 of 6ANDREW YOUNG
OwnerCRD 5953280
CHLOE Blythe
OwnerCRD 6232660
MICHAEL MCARDLE
OwnerCRD 2879523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT WAYNE, IN
ALLEN
Location
FORT WAYNE, IN
Headquartered in FORT WAYNE, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- ALLEN
- Address
- 7743 W Jefferson Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ATLAS CAPITAL MANAGEMENT CORP
RIAFORT WAYNE, IN
VESTIA PERSONAL WEALTH ADVISORS
RIAFORT WAYNE, IN
WEALTH ADVISORS GROUP
RIAFORT WAYNE, IN
HOWARD BAILEY SECURITIES, LLC
RIAFORT WAYNE, IN
MONARCH CAPITAL MANAGEMENT INC
RIAFORT WAYNE, IN
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
RIAFORT WAYNE, IN