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Building 2GARNER FINANCIAL MANAGEMENT, INC.

Map pinLAFAYETTE, CA
Phone925.282.5500
NotebookSEC #801-63206
Total AUM
$70M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3595 MT. DIABLO BLVD.
SUITE 290
LAFAYETTE
CA 94549
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
925.282.5500

ReceiptFinancials

Total AUM
$70M
Accounts
100
Discretionary
$62M
Accounts
95
Non-Discretionary
$8M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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