Claim Profile
AG

Anne Downey Gardner

GARDNER RUSSO & GARDNER LLC·LANCASTER, Pennsylvania
Unclaimed Profile
223 EAST CHESTNUT STREET, LANCASTER, PA 17602CRD# 4925219Firm CRD# 106114
01

About

Anne Downey Gardner is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with GARDNER RUSSO & GARDNER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
GARDNER RUSSO & QUINN LLC
GARDNER RUSSO & QUINN LLC
AUM
$10.1B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4925219
Firm CRD# 106114
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LANCASTER?

Browse all registered financial advisors in LANCASTER, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Anne Downey Gardner offer?
Anne Downey Gardner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Anne Downey Gardner's credentials?
Anne Downey Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Downey Gardner located?
Anne Downey Gardner is based in LANCASTER, Pennsylvania, working with GARDNER RUSSO & GARDNER LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Anne Downey Gardner charge for services?
Anne Downey Gardner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDNER RUSSO & GARDNER LLC?
GARDNER RUSSO & GARDNER LLC has approximately 50 employees and manages $10.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty