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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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- 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 and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$129.8K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Capital bridge
Client Personas
Quantum value
Custodian
Pioneer value Beacon bridge
Investment Themes
Element signal Quantum Focus
Investment Vehicles
Peak vital
Services
Signal capital Harbor Oak radial Optima Oak vertex Insight Unison
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% |