David Gallagher is a registered investment advisor at Vantage Wealth, based in Pasadena, CA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 247 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
125 North Raymond Avenue, Suite 309, Pasadena, CA, 91103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a project manager at NASA Jet Propulsion Laboratory (Caltech) since 1989, dedicating nearly full-time hours to supervising employees and projects. He also provides consulting services on legislative and international affairs for Top Down Design, Inc. for a few hours per week.
Employment History
Current Registrations
Vantage Wealth
Previous Registrations
Penniall & Associates
Top-Down Design, INC.
State Registrations1 state
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