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

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