Gartner Financial Advisors

Gartner Financial Advisors (CRD# 174285) is a financial advisory firm headquartered in , . They manage $12,306,604 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/gartner-financial-advisors/about/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $384,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Gartner Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Neil Gartner, financial advisor Loveland OH
Neil T. Gartner
CRD#: 6449293
Loveland, OH

Neil Gartner (CRD# 6449293) is an Investment Advisor Representative working at Gartner Financial Advisors in Loveland, OH and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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