Galecki Financial Management Inc (Fort Wayne)

Name: Galecki Financial Management Inc
Address: 7743 West Jefferson Blvd, Fort Wayne, IN, 46804
Telephone: 260-436-8525

Galecki Financial Management Inc is a large advisory firm based in Fort Wayne. It manages $434.77 million of regulatory assets for 2,049 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 4 other states.

Galecki Financial Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Galecki Financial Management: assets under management

The assets under management (AUM) of Galecki Financial Management Inc is $434.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 326% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $434.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $212.19 thousand each.

Galecki Financial Management has custody of $39.56 million in cash and securities for 75 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in non-exchange traded securities the most. They account for 78% of the total AUM. The second-largest asset type is exchange traded securities, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Galecki Financial Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gayle Anne Oboy serves?

The only and largest group of clients of Gayle Anne Oboy is high net worth individuals with 348 clients and $434.77 million of assets under management. Among the 11 most similar advisory firms, Galecki Financial Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $434.77 million for 348 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Galecki Financial Management doesn't advise any private funds.

Careers at Galecki Financial Management Inc

The company employs 14 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Galecki Financial Management Inc is owned by Albert Thomas Kohout. Gayle Anne Oboy has been acting as President since 1 Mar 2004. Michael Brady Mcardle joined the executive team most recently as the Chief Compliance Officer Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Michael Galecki	Owner / president	1 Aug 1990	75% - 100%	1534195
Gary Warner Dillman	Director of financial planning	1 Aug 1997	Other	2456350
Robert Seth Whicker	Director of asset management	1 Feb 1999	Other	2262135
Ian Decosta Boyce	Financial planner	1 Aug 1999	Other	4367058
David A. Dickmeyer	Portfolio manager	1 Nov 2000	Other	4367061
Albert Thomas Kohout	Owner/principal	1 Apr 2003	Other	2453671
Gayle Anne Oboy	Director	1 Mar 2004	Other	4726288
Danielle Louton	Principle/owner	1 Jan 2005	Other	4923643
Melanie Sue Colwell	Financial planner / owner	1 Mar 2005	Other	5315280
Michael Brady Mcardle	Chief compliance officer - owner	1 Mar 2007	Other	2879523

Based in Fort Wayne

The principal office where Galecki Financial Management Inc performs its advisory services is located at 7743 West Jefferson Blvd, Fort Wayne, IN 46804, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-436-8525 or by fax 260-436-8825. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at galecki.com.