Fee-OnlyFinder

Public Safety Financial/galloway

Financial planning in Mesa, AZ

SEC registeredNo commissions reported

Call (480) 325-8668Send a messageMap ↗

Public-record details

Address
1138 N Alma School Rd, Suite 201, Mesa, AZ 85201
Phone
(480) 325-8668
Listed under
Financial planning, Flat / fixed fees, % of assets managed
Legal name
Galloway Asset Management LLC
CRD number
141091
Registration
SEC registered since 2008-03-20
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Other (Providing Educational Seminars and Financial/benefit Consulting)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management
$17.9 million
Accounts managed
76
Clients reported (Form ADV 5.D)
74
Individual / high-net-worth clients
74 / 0
Employees
31
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-26

SEC registered investment adviser, CRD 141091, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Mesa

Acute Investment Advisory4856 East Baseline Road, Suite 104 · Mesa, AZ 85206 · (480) 620-6907 · Financial planningCRD 170368 · % of assets, Other · $238.4 million AUMSEC registeredNo commissions reportedDecisionpoint Financial, LLC2443 N Greenfield Rd., Suite 217 · Mesa, AZ 85215 · (480) 553-6249 · Financial planningCRD 296988 · % of assets, Hourly charges · $1.2 billion AUMSEC registeredNo commissions reportedEpl Investment Advisory LLC3035 S Ellsworth Road, 109 · Mesa, AZ 85212 · (480) 831-1731 · Hourly feesCRD 118168 · % of assets, Hourly charges, Fixed fees · $22.0 million AUMState registeredNo commissions reportedFenger Financial, PLLC3740 E Southern Ave, Ste 110 · Mesa, AZ 85206 · (480) 832-8082 · Financial planningCRD 333384 · % of assets · $24.6 million AUMState registeredNo commissions reportedFleming Financial Services4702 E. Southern Av · Mesa, AZ 85206 · (480) 632-8770 · Financial planningCRD 145717 · % of assets, Hourly charges, Fixed fees · $58.0 million AUMState registeredNo commissions reportedImmaculate Wealth Management, LLC2500 S. Power Road, Suite 111 · Mesa, AZ 85209 · (480) 776-3511 · Financial planningCRD 167657 · % of assets, Hourly charges, Fixed fees · $140.8 million AUMSEC registeredNo commissions reportedIntegrated Financial Solutions, PLLC7115 E. Baseline Rd. Ste. 110 · Mesa, AZ 85209 · (855) 275-4437 · Financial planningCRD 291326 · % of assets, Hourly charges, Fixed fees · $85.0 million AUMState registeredNo commissions reportedJariwala Financial Wellness, LLC7133 East Posada Avenue · Mesa, AZ 85212 · (480) 262-9243 · Financial planningCRD 338561 · Subscription fees, Fixed feesState registeredNo commissions reported

All 21 in Mesa →