Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$929K average
Assets Under Management
$487.8M

Fee Structure

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Location

10465 Park Meadows Dr, #107, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gallacher Capital Management, LLC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Jeffrey Wray - Financial Advisor | TrueAdvisor