Garlikov Advisors Inc is a large advisory firm based in Columbus. It manages $181.45 million of regulatory assets for 254 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Garlikov Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Garlikov Advisors Inc is $181.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Garlikov Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Donald Edward Garlikov is individuals with 214 clients and $112.76 million of assets under management. Among the 7 most similar advisory firms, Garlikov Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $181.45 million for 254 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Garlikov Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donald Edward Garlikov has been acting as President since 1 May 1983. Carrie Lee Fleisher joined the executive team most recently as the Chief Compliance Officer.
The principal office where Garlikov Advisors Inc performs its advisory services is located at 41 S High St Ste 3400, Columbus, OH 43215, 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 614-221-0900 or by fax 614-221-1508. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at garlikovcompanies.com.