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Building 2GARNETT INVESTMENT STRATEGIES

Map pinBEATRICE, NE
Phone402-223-3433
NotebookSEC #801-131623
Total AUM
$158M
Employees
5
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2630 EASTSIDE BLVD.
BEATRICE
NE 68310
United States
Operating Hours
7:30-4:30
Monday - Friday
Phone
402-223-3433

ReceiptFinancials

Total AUM
$158M
Accounts
825
Discretionary
$158M
Accounts
825
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$31.7M
HNW Individual Clients
42
AUM
$59.8M
Pension/Profit Sharing Plan Clients
9
AUM
$57M
Charitable Organization Clients
4
AUM
$4.1M
Corporation or Business Clients
7
AUM
$1.9M
Other Clients
49
AUM
$3.6M
Description of Other Clients
529 PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZFLIAKSNETX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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