Overview
Assets Under Management: $120 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 28
Average Client Assets: $4.2 million
Frequently Asked Questions
GARNET GROUP LLC 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 #141389), GARNET GROUP LLC is subject to fiduciary duty under federal law.
GARNET GROUP LLC is headquartered in BETHESDA, MD.
GARNET GROUP LLC serves 28 high-net-worth clients according to their SEC filing dated March 06, 2018. View client details ↓
According to their SEC Form ADV, GARNET GROUP LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
GARNET GROUP LLC manages $120 million in client assets according to their SEC filing dated March 06, 2018.
According to their SEC Form ADV, GARNET GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.67%
Average Client Assets: $4.2 million
Total Client Accounts: 176
Discretionary Accounts: 176
Regulatory Filings
CRD Number: 141389
Filing ID: 1186855
Last Filing Date: 2018-03-06 22:12:00