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GARZA FINANCIAL PLANNING
GARZA FINANCIAL PLANNING, LLC
CRD 321126
8080 N CENTRAL EXPRESSWAY, #1700, DALLAS, TX, 75206, United States
Phone
(214) 444-3683
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.7M
Discretionary AUM
$13.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD