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Building 2GARNER FINANCIAL MANAGEMENT

Map pinLAFAYETTE, CA
Phone925.282.5500
NotebookSEC #801-79008
Total AUM
$152.6M
Employees
2
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3620 HAPPY VALLEY ROAD
SUITE 203
LAFAYETTE
CA 94549
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
925.282.5500
Other Offices
1

ReceiptFinancials

Total AUM
$152.6M
Accounts
299
Discretionary
$148.2M
Accounts
281
Non-Discretionary
$4.4M
Accounts
18

ContactClients

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Individual Clients
67
AUM
$26.2M
HNW Individual Clients
44
AUM
$107.2M
Pension/Profit Sharing Plan Clients
4
AUM
$13.4M
Corporation or Business Clients
2
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATN

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

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