Sign in Sign up for free

Gregory D. Gardner, Cfp (Dallas)


Gregory D. Gardner, Cfp is a large advisory firm based in Dallas. It manages $57.54 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Logo

Gregory D. Gardner, Cfp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregory D. Gardner, Cfp: assets under management

The assets under management (AUM) of Gregory D. Gardner, Cfp is $57.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $410.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gregory D. Gardner, Cfp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Gregory D. Gardner, Cfp performs its advisory services is located at 5910 North Central Expwy, Dallas, TX 75206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-706-4369 or by fax 214-594-8080. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.gardnergrp.com.


Registered investment advisers similar to Gregory D. Gardner, Cfp