Public Safety Financial/Galloway

Updated today

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Total assets under management

$942,235,740

Total clients

2,880

3% high-net worth

Total advisors

of 36 employees

Firm size

Multi Team

Average clients per advisor

111

Average account size

$327,165

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0+: 1.25% per year for PSF/Galloway Venture Portfolios $0+: 1.25% per year for PSF/Galloway All Inclusive Portfolios $0+: 0.75% per year for PSF/Galloway ETF Active Portfolios $0+: 0.35% to 0.75% per year for PSF/Galloway ETF Passive Portfolios

Commissions

IARs may receive commissions and related compensation for implementation of recommendations outside PSF/Galloway Portfolios through Purshe Kaplan Sterling Investments (PKS). Commissions vary by product.

Other

Account minimum: No minimum investment required to invest in PSF/Galloway Portfolios; recommended minimums by portfolio are: Venture: $100,000; All Inclusive: $50,000; ETF Active and ETF Passive: $50,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Main office location

Public Safety Financial/Galloway

1138 N Alma School Rd, Suite 201

Mesa AZ 85201, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 480-325-8668

Advisors at this firm

Bryan J

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Andrew E

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Mark E

Series 65, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Jordan A

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Shane K

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Magdalena E

Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Brian J

CFP®, Series 63

Mesa, AZ

Public Safety Financial/Galloway

Drew G

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Tyler A

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Brian D

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Christopher D

Series 65

Mesa, AZ

Public Safety Financial/Galloway

John H

CFP®, Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

William L

Series 65

Mesa, AZ

Public Safety Financial/Galloway

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