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GARCIA FINANCIAL PLANNING

GARCIA FINANCIAL PLANNING LLC

CRD 339060

Visit website

3597 E MONARCH SKY LN, SUITE 240, MERIDIAN, ID, 83646, United States

Phone

(208) 573-4622

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$6.0M

Discretionary AUM

$6.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals46$6.0M

All web addresses on file

Official SEC filing: View on IAPD