← Back to searchVisit website
THE GARDNER GROUP
GARDNER ASSET MANAGEMENT LLC
CRD 114263 · SEC 801-136462
5656 N. CENTRAL EXPY, SUITE 500, DALLAS, TX, 75206, United States
Phone
214-706-4369
Fax
214-594-8080
Registration
— (—)
Source
State registered
Total AUM
$125.3M
Discretionary AUM
$125.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $34.6M |
| High net worth individuals | 37 | $90.6M |
| Charitable organizations | 1 | $71K |
All web addresses on file
Official SEC filing: View on IAPD