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GARNER FINANCIAL MANAGEMENT

Tel: 925.282.5500
3620 Happy Valley Road
Suite 103
Lafayette, California  94549

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GARNER FINANCIAL MANAGEMENT

GARNER FINANCIAL MANAGEMENT is a Lafayette, California based financial advisory firm with nearly $148,375,516 in assets under management and provides investment advisory services for 311 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

131628

SEC#:

801-79008

No. of Clients:

311

Assets under Management

$148,375,516

No. of Advisors:

2

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