Sign in Sign up for free

Galway Investment Strategy (Charlottesville)


Galway Investment Strategy is an adviser based in Charlottesville. It manages $6.47 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Virginia.

Galway Investment Strategy provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Galway Investment Strategy: assets under management

The assets under management (AUM) of Galway Investment Strategy is $6.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Galway Investment Strategy 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 Charlottesville

The principal office where Galway Investment Strategy performs its advisory services is located at 2715 Silas Jackson Court, Charlottesville, VA 22901, 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 434-995-2300 or by fax 434-995-2100. The normal business hours are 8am - 4pm eastern time on Monday - Friday.


Registered investment advisers similar to Galway Investment Strategy