Gartner Financial Advisors
RIAState Registered
Total AUM
$19.3M
Discretionary
$18.5M
96% of AUM
Avg account
$496K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 174285
- Website
- www.gartneradvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.96%
- Individuals5.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gartner Financial Advisors is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets under management as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself 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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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