$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CrestEmber
- Established Date
- 03-23-2017
- Office Locations
- 1
Office Locations
-- Wellesley MA
About Gardiner Financial, Inc.
Gardiner Financial, Inc. is a Wellesley-based RIA. The firm has been operating for 9 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Fusion
Client Personas
Vertex Focus
Investment Themes
Matrix legacy Prime Alpha insight
Investment Vehicles
Horizon
Services
Signal oak Pathway Harbor meridian Vertex glacier Meridian matrix
Technology
Fusion horizon Summit
Owner & Executives
Aaron Gardiner
Associate, Chief Compliance Officer, President
- CRD
- #6735097
- Ownership
- 75% or more
(632) 819-4572
timber.eagle@summitcapital.com
in linkedin.com/in/legacy-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,995,390 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,995,390 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,995,390
Equity - Exchange:
42.0% Public Funds:
38.4% Cash:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $858,991,603 | 42.0% |
| Public Funds | $785,363,752 | 38.4% |
| Cash | $400,862,748 | 19.6% |
| Total | $2,045,218,103 | 100.0% |