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Garner Financial Management
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Overview Share
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Lafayette, California
$128.0 million AUM
1 office

Garner Financial Management is based in Lafayette, California and has $128.0 million in assets under management.

3620 Happy Valley Road
Suite 103
Lafayette, CA 94549
$128.0 million
AUM Share
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Assets under management
380 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 100 $46,649,665 36% $466,497
High net worth individuals 29 $69,746,249 54% $2,405,043
Pension and profit sharing plans 3 $5,742,327 4% $1,914,109
Other corporations or businesses 2 $5,845,648 5% $2,922,824
Employees Share
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Investment analysts
50% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Garner Financial Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Garner Financial Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 131,628
SEC number 801-79008
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 02, 2020

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