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GARNER FINANCIAL MANAGEMENT
GARNER FINANCIAL MANAGEMENT, INC.
CRD 131628 · SEC 801-79008
3620 HAPPY VALLEY ROAD, SUITE 203, LAFAYETTE, CA, 94549, United States
Phone
925.282.5500
Fax
925.962.9250
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.6M
Discretionary AUM
$148.2M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $26.2M |
| High net worth individuals | 44 | $107.2M |
| Pension/profit sharing plans | 4 | $13.4M |
| Corporations/business entities | 2 | $5.8M |
States served
CA, TN
All web addresses on file
Official SEC filing: View on IAPD