Overview
Assets Under Management: $364 million
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
GARNER ASSET MANAGEMENT CORPORATION 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 #115350), GARNER ASSET MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
GARNER ASSET MANAGEMENT CORPORATION serves 96 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, GARNER ASSET MANAGEMENT CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
GARNER ASSET MANAGEMENT CORPORATION manages $364 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, GARNER ASSET MANAGEMENT CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 498
Discretionary Accounts: 497
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 115350
Last Filing Date: 2024-03-27 00:00:00
Website: https://vigilantllc.com