Galliott Capital Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 11-50 Employees
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Overview
Headquarters
9401 Wilshire Blvd Ste 705, Beverly Hill...Phone Number
(310) 362-3320Website
www.galliott.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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About Galliott Capital Advisors
Galliott Capital Advisors specializes in providing advisory solutions for complex financial challenges faced by multigenerational families, particularly those with primary residences abroad. The firm offers a comprehensive range of services including wealth management, investment strategies, and personalized concierge services, all delivered with a commitment to discretion and integrity. Their clientele primarily consists of sophisticated entrepreneurs and affluent families seeking tailored financial stewardship and innovative solutions. With over 20 years of experience, Galliott emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in all financial decisions.Explore more
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Galliott Capital Advisors News & Media
Advisor Antoine Souma of Galliott Capital Advisors Files Motion to Dismiss FINRA Claim
BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Noted investment advisor Antoine Souma announced today that he has filed a motion to dismiss a claim made against him by Los Angeles physician Dr. Adel Samaan. The claim is currently pending before FINRA Dispute Resolution Services. In seeking a swift dismissal of the claim, Mr. Souma and his representatives note the following: Dr. Samaan’s claims are meritless. Dr. Samaan has no standing to bring his FINRA action. He is not aGalliott Capital Advisors Names Robert Mourad as Chief Portfolio Strategist
BEVERLY HILLS, Calif., April 26, 2022 /PRNewswire/ -- Wealth advisory firm, today announced that investment industry veteran Robert Mourad has joined the firm in the new executive role of Chief Portfolio Strategist. Mr. Mourad will also serve as Executive Director of Products & Services,...
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Galliott Capital Advisors specializes in providing advisory solutions for complex financial challenges faced by multigenerational families, particularly those with primary residences abroad. The firm offers a comprehensive range of services including wealth management, investment strategies, and personalized concierge services, all delivered with a... Read More
