GALLATIN & COMPANY, LLC

Overview

Gallatin & Company, LLC is a small, privately owned advisory firm focused on portfolio management for individuals and small businesses. The firm operates under a fee model that combines a percentage of assets under management with fixed fees, and it does not position itself as an ESG specialist, pension consultant, or multi-state adviser. Its asset allocation approach leans toward pooled public vehicles rather than heavy direct-stock concentration: public funds and mutual funds are the dominant building blocks in client portfolios. A larger share of the advisory relationship is non-discretionary, indicating many clients retain trading authority while Gallatin provides ongoing portfolio advice and planning.

Assets & Accounts

Public Holdings

Location & Offices