| As of Date | 08/05/2026 |
| Registration | SEC, Approved, 07/01/2003 |
|
|
|
| ADV Location | NAPA, CA, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 331,362,448 17% |
| of that, discretionary | 330,760,897 17% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 621,693 19% |
| % High Net Worth | 21.55% 32% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date07/31/2026 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date08/04/2025 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date07/23/2024 | Form ADV-E View Report |
| Accounting Firm Name GALAXY ACCOUNTING SERVICES | Filing Date08/08/2023 | Form ADV-E View Report |