Ibrahim Galaria
Advisor at Galaria Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Galaria Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL
Credentials
ChFC®, Series 66
Industry experience
23 years
Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.
Based on Galaria Capital Management, LLC
Flat fees charged as described in Fees & Compensation Item numbers 5A and 5B.
$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.5% annually $3,000,001+: Negotiable
Commission earned on insurance and annuity products sold, separate from advisory fees.
Fee-only: Advisory fees based on assets under management as per tiered schedule; flat fees also charged as described.
Naperville, IL
Texas · Virginia
Galaria Capital Management, LLC
2011 - Present (15 years)
Galaria Capital Management, LLC
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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