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Lonnie Milder Garber

PERSONAL ASSET STRATEGIES, INC.·WESTBURY, New York
Clean recordPERSONAL ASSET STRATEGIES, INC.
1600 STEWART AVENUE, WESTBURY, NY 11590CRD# 4841511Firm CRD# 128627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lonnie Milder Garber · WESTBURY, NY
Registration
CRD #4841511 · PERSONAL ASSET STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lonnie Milder Garber is a registered financial advisor based in WESTBURY, New York, affiliated with PERSONAL ASSET STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERSONAL ASSET STRATEGIES, INC.
PERSONAL ASSET STRATEGIES, INC.
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PERSONAL ASSET STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4841511
Firm CRD# 128627
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lonnie Milder Garber offer?
Lonnie Milder Garber specializes in Financial Planning, Investment Management. Contact their office in WESTBURY, New York for a consultation.
What are Lonnie Milder Garber's credentials?
Lonnie Milder Garber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lonnie Milder Garber located?
Lonnie Milder Garber is based in WESTBURY, New York, working with PERSONAL ASSET STRATEGIES, INC.. Their office serves clients in the WESTBURY metropolitan area and surrounding communities.
How does Lonnie Milder Garber charge for services?
Lonnie Milder Garber's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL ASSET STRATEGIES, INC.?
PERSONAL ASSET STRATEGIES, INC. has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PERSONAL ASSET STRATEGIES, INC.

Jeffrey Bruce Garber
WESTBURY, NY

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