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GARTNER FINANCIAL ADVISORS

GARTNER, NEIL

CRD 174285

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$19.3M

Discretionary AUM

$18.5M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals7$18.4M

All web addresses on file

Official SEC filing: View on IAPD