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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.