AdvisorOS Directory
Claim Profile
GG

Gregory Duane Gardner

GARDNER ASSET MANAGEMENT LLC·DALLAS, Texas
Unclaimed Profile
5910 NORTH CENTRAL EXPWY, DALLAS, TX 75206CRD# 2213395Firm CRD# 114263
01

About

Gregory Duane Gardner is a registered financial advisor based in DALLAS, Texas, affiliated with GARDNER ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GARDNER ASSET MANAGEMENT LLC
THE GARDNER GROUP
AUM
$56M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GARDNER ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2213395
Firm CRD# 114263
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

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

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gregory Duane Gardner offer?
Gregory Duane Gardner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Gregory Duane Gardner's credentials?
Gregory Duane Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Duane Gardner located?
Gregory Duane Gardner is based in DALLAS, Texas, working with GARDNER ASSET MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Gregory Duane Gardner charge for services?
Gregory Duane Gardner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARDNER ASSET MANAGEMENT LLC?
GARDNER ASSET MANAGEMENT LLC has approximately 1 employees and manages $56M 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 →

More Advisors in DALLAS, Texas

Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Mitchell Ralph Julis
CANYON CLO ADVISORS LP·DALLAS, TX
Salvatore Julio Olimpio
OLIMPIO NEU & ASSOCIATES, INC.·DALLAS, TX
Beth Cari Friedman
CANYON CLO ADVISORS LP·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile