GARNER FINANCIAL MANAGEMENT, INC.

GARNER FINANCIAL MANAGEMENT
LAFAYETTE, California·2 registered advisors·CRD# 131628
SEC# 801-790081925.282.5500
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GARNER FINANCIAL MANAGEMENT, INC.

2 registered advisors
Blair Jason Garner
LAFAYETTE, California
Robert James Garner
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
2 advisors

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Data sourced from SEC Form ADV filings. GARNER FINANCIAL MANAGEMENT, INC. (CRD# 131628) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.