|Galen Investment Advisors, Inc. is a RIA based in Oakland, CA with $1M in AUM and with 1 advisor nationwide. Lon Galen Williams is the majority owner of the firm and has been in this role with the firm since 1995.|
|Lon Galen Williams||Dec 1995|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Lon Galen Williams (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Lon Galen Williams||President + Portfolio Manager||12/01/1995|
No firm affiliates listed.
11 Neva Court
Oakland , CA 94611
Types of Compensation Arrangements
- Percentage of Assets
- Other: (6) Performance-based fees