Sign in Sign up for free

Galovich Financial Planning Services Inc (Ingomar)


Galovich Financial Planning Services Inc is a mid-sized advisory firm based in Ingomar. It manages $35 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Galovich Financial Planning Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Galovich Financial Planning Services: assets under management

The assets under management (AUM) of Galovich Financial Planning Services Inc is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Galovich Financial Planning Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ingomar

The principal office where Galovich Financial Planning Services Inc performs its advisory services is located at 736 W. Ingomar Road, Ingomar, PA 15127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-367-1650 or by fax 412-367-7783. The normal business hours are 9:00 a.m.to 4:30 p.m. on Monday - Friday.


Registered investment advisers similar to Galovich Financial Planning Services Inc