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Galileo Planning Group
GALILEO PLANNING GROUP, INC is a state-registered investment adviser in MENLO PARK, CA. It has 7 employees and 4 investment advisers. The firm is headquartered...
Overview
GALILEO PLANNING GROUP, INC is a state-registered investment adviser in MENLO PARK, CA. It has 7 employees and 4 investment advisers. The firm is headquartered in Menlo Park.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
What services does Galileo Planning Group provide?
Galileo offers comprehensive financial planning, including investment management, tax strategy, estate planning, and retirement income planning. The firm uses a fee-only structure, meaning it charges clients directly rather than earning commissions from product sales.
What is the firm's AUM or assets under management?
Galileo does not publicly disclose its AUM. Industry norms for small multi-family offices range from under $500 million to a few billion, but no official figure has been published by the firm or through regulatory filings.
Who founded Galileo Planning Group?
The founding principal or principals have not been named in any public source. The firm's privacy posture extends to its leadership, which is typical for firms serving high-net-worth families who prefer anonymity.
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