GARNER FINANCIAL MANAGEMENT, INC.
Doing business as GARNER FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$152,638,702
Discretionary
$148,212,287
Non-discretionary
$4,426,415
Firm details
- CRD number
- 131628
- SEC file number
- 801-79008
- Main office
- LAFAYETTE, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.