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| Happy Holidays!! thanks for using AUM13F!! |
| Garner Financial Management Inc
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| CRD # | 131628 |
| SEC # | 801-79008 |
| CIK # | |
| AUM | $148.4 M (2025-06-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-282-5500 |
| Address | 3620 Happy Valley Road Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 27.2 |
| (b) Individuals (high net worth individuals) | 42 | 104.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 15.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 311 | 148.4 |
| By Discretionary | ||
| Discretionary | 292 | 144.5 |
| Non-Discretionary | 19 | 3.9 |
| Total | 311 | 148.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.4 | |
| Total | 311 | 148.4 |
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|---|---|---|
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NY | 0.1 |
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|
Keenan LLC
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|
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|
Brooktree Capital Management Inc
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MI | 0.1 |