Individual Investing Account
An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You can also access powerful proprietary and third-party research, get 24/7 service and support, and trade your own account, or have your account managed by one of our wealth management professionals through our wholly-owned subsidiary, Galleon Wealth Management.
AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)
Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers
Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO)
Education & Custodial529 PlansCustodialEducation Savings
Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical
Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing
Professional AccountsAdvisersInstitutionalMoney Management
There is no-minimum funding required to open an account. However, in order to received Galleon Flagship Services, the following minimums apply.
May 31, 2017
Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and …