| As of Date | 01/07/2026 |
| Registration | SEC, Approved, 06/19/1998 |
| ADV Location | SAN GABRIEL, CA, United States |
| Contact Info | 626 xxxxxxx |
| AUM* | 352,782,386 27% |
| of that, discretionary | 158,046,348 19% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 632,226 -21% |
| % High Net Worth | 8.95% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Commissions
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date07/28/2025 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date07/24/2024 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date10/02/2023 | Form ADV-E View Report |