Overview
Assets Under Management: $301 million
Headquarters: TEMPLETON, CA
High-Net-Worth Clients: 66
Average Client Assets: $1.3 million
Frequently Asked Questions
GARCIA WEALTH MANAGEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158082), GARCIA WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
GARCIA WEALTH MANAGEMENT GROUP, INC. is headquartered in TEMPLETON, CA.
GARCIA WEALTH MANAGEMENT GROUP, INC. serves 66 high-net-worth clients according to their SEC filing dated April 25, 2018. View client details ↓
According to their SEC Form ADV, GARCIA WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GARCIA WEALTH MANAGEMENT GROUP, INC. manages $301 million in client assets according to their SEC filing dated April 25, 2018.
According to their SEC Form ADV, GARCIA WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.94%
Average Client Assets: $1.3 million
Total Client Accounts: 712
Discretionary Accounts: 682
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 158082
Filing ID: 1212748
Last Filing Date: 2018-04-25 15:33:00