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Building 2THE GARDNER GROUP

Map pinDALLAS, TX
Phone214-706-4369
NotebookSEC #801-136462
Total AUM
$125.3M
Employees
1
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5656 N. CENTRAL EXPY
SUITE 500
DALLAS
TX 75206
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
214-706-4369

ReceiptFinancials

Total AUM
$125.3M
Accounts
367
Discretionary
$125.3M
Accounts
367
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$34.6M
HNW Individual Clients
37
AUM
$90.6M
Charitable Organization Clients
1
AUM
$70.9K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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