Overview
Assets Under Management: $158 million
Headquarters: BEATRICE, NE
High-Net-Worth Clients: 42
Average Client Assets: $1.4 million
Frequently Asked Questions
GARNETT INVESTMENT STRATEGIES 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 #282370), GARNETT INVESTMENT STRATEGIES is subject to fiduciary duty under federal law.
GARNETT INVESTMENT STRATEGIES is headquartered in BEATRICE, NE.
GARNETT INVESTMENT STRATEGIES serves 42 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, GARNETT INVESTMENT STRATEGIES offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GARNETT INVESTMENT STRATEGIES manages $158 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, GARNETT INVESTMENT STRATEGIES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.85%
Average Client Assets: $1.4 million
Total Client Accounts: 825
Discretionary Accounts: 825
Regulatory Filings
CRD Number: 282370
Filing ID: 2046673
Last Filing Date: 2026-02-13 16:35:15