Garner Asset Management Corporation
Firm details
- Headquarters
- ,
- CRD number
- 115350
- Registered since
- March 28, 2016
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.81%
- Charitable Organizations10.56%
- Individuals1.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Garner Asset Management Corporation is an independent registered investment adviser that has been SEC-registered since 2016 and is owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a pension consultant, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds24%
- US Government Bonds13%
- Investment Grade Corp Bonds7%
- State & Local Bonds2%
Owners & executives
1 of 1Will Clark
Chief Compliance OfficerCRD 5089829
Contacts
1 of 1Robert Garner
Investment AdviserCRD 4467833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$82.9M in ETFs
100%
$82.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $21.3M | 28,985 | 25.75% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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