CRD: 339060
Garcia Financial Planning
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2025
- Office Locations
- 1
Office Locations
3597 E Monarch SKY LN Suite 240 Meridian ID
About Garcia Financial Planning
Garcia Financial Planning is a Meridian-based RIA. The firm has been operating for 0 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Financial Planning, Insurance, Legacy Planning.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$129.8K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Custodian
Pioneer value Beacon bridge
Services
Signal capital Harbor Oak radial
Owner & Executives
Ismael Garcia
Chief Compliance Officer, FOUNDER
- CRD
- #7151051
- Ownership
- 75% or more
(389) 321-2531
glacier.prime@deltacapital.com
in linkedin.com/in/quantum-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,973,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,973,015 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,973,015
Equity - Exchange:
23.0% Cash:
48.1% Corporate - Investment Grade:
28.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,653,946,590 | 23.0% |
| Cash | $3,458,905,695 | 48.1% |
| Corporate - Investment Grade | $2,078,219,846 | 28.9% |
| Total | $7,191,072,131 | 100.0% |