Galvin Gaustad & Stein

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

7377 E Doubletree Ranch Rd Ste 250, Scot...

Phone Number

(480) 776-1445

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Galvin Gaustad & Stein

Galvin, Gaustad & Stein, LLC is a registered investment advisory firm that specializes in personalized asset management, wealth management, and financial planning services. They focus on building diversified portfolios of high-quality investments tailored to the individual goals and risk levels of their clients, which include individuals, families, organizations, and institutions. The firm emphasizes a disciplined investment approach, combining quantitative screening, discounted cash flow valuation, and qualitative analysis to achieve long-term risk-adjusted performance. Their advisors act as fiduciaries, ensuring that clients receive unbiased advice and have a direct connection to knowledgeable professionals.Explore more
Popular SearchesGalvin Gaustad & Stein LLCGalvin, Gaustad & Stein LLCGg&sFirm Galvin Gaustad Stein LLCGalvin Gaustad & SteinSIC Code 62,628NAICS Code 52,523Show more

Galvin Gaustad & Stein Org Chart

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RK
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Chief Investment Officer

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KJ
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Chief Compliance Officer

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Galvin Gaustad & Stein

<$5M
1-10
Private
-
2010
RK
Robert KrennChief Investment Officer
$5.1M
1-10
Private
-
2003
EG
Ernie GrossBusiness Development Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Galvin Gaustad & Stein is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Galvin Gaustad & Stein is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Galvin Gaustad & Stein.

Galvin Gaustad & Stein Tech Stack

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Frequently Asked Questions Regarding Galvin Gaustad & Stein

What is Galvin Gaustad & Stein's official website?
Galvin Gaustad & Stein's official website is www.ggsadvisors.com
What is Galvin Gaustad & Stein's Revenue?
Galvin Gaustad & Stein's revenue is <$5 Million
What is Galvin Gaustad & Stein's SIC code?
Galvin Gaustad & Stein's SIC: 62,628
What is Galvin Gaustad & Stein's NAICS code?
Galvin Gaustad & Stein's NAICS: 52,523
How many employees does Galvin Gaustad & Stein have?
Galvin Gaustad & Stein has 1-10 employees
What industry does Galvin Gaustad & Stein belong to?
Galvin Gaustad & Stein is in the industry of: Finance, Securities Trading
What is Galvin Gaustad & Stein competition?
Galvin Gaustad & Stein top competitors include: Wealth Advisory Services, Constant Guidance Financial, Core Wealth Management, Focus Financial Network
What technology does Galvin Gaustad & Stein use?
Some of the popular technologies that Galvin Gaustad & Stein uses are: WordPress.org, PHP, Microsoft 365, Google Tag Manager
How do I contact Galvin Gaustad & Stein?
Galvin Gaustad & Stein contact info: Phone number: (480) 776-1445 Website: www.ggsadvisors.com
What does Galvin Gaustad & Stein do?

Galvin, Gaustad & Stein, LLC is a registered investment advisory firm that specializes in personalized asset management, wealth management, and financial planning services. They focus on building diversified portfolios of high-quality investments tailored to the individual goals and risk levels of their clients, which include individuals, families,... organizations, and institutions. The firm emphasizes a disciplined investment approach, combining quantitative screening, discounted cash flow valuation, and qualitative analysis to achieve long-term risk-adjusted performance. Their advisors act as fiduciaries, ensuring that clients receive unbiased advice and have a direct connection to knowledgeable professionals.Read More

Is Galvin Gaustad & Stein a public company?
Galvin Gaustad & Stein is private company therefore does not currently have an official ticker symbol
See more information about Galvin Gaustad & Stein

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