Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > lafayette > GARNER FINANCIAL MANAGEMENT
GARNER FINANCIAL MANAGEMENT
3620 Happy Valley Road
Suite 103
Lafayette, California 94549
Tel: 925.282.5500
About GARNER FINANCIAL MANAGEMENT
GARNER FINANCIAL MANAGEMENT, formally registered with the SEC as GARNER FINANCIAL MANAGEMENT. The firm was established in 01/09/2014. They have over 2 offices throughout the country.
GARNER FINANCIAL MANAGEMENT is a Lafayette, California based Financial Planning firm with nearly $148,375,516 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131628 |
| SEC# | 801-79008 |
| Assets Managed by Firm | $148,375,516 |
| No. of Clients | 311 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 311 | $148,375,516 |
| Individuals (other than high net worth individuals) | 71 | $27,201,076 |
| High net worth individuals | 42 | $104,899,067 |
| Pension and profit sharing plans | 4 | $15,177,440 |
| Corporations or other businesses | 1 | $1,097,933 |
More Retirement Planning firms in Lafayette, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Lafayette, California