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Building 2GARNET GROUP LLC

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Phone301-564-3000
NotebookSEC #801-79388
Total AUM
$143.1M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
VIA APPOINTMENT
Monday - Friday
Phone
301-564-3000

ReceiptFinancials

Total AUM
$143.1M
Accounts
189
Discretionary
$143.1M
Accounts
189
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.5M
HNW Individual Clients
31
AUM
$137.2M
Charitable Organization Clients
1
AUM
$378K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMDVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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