G
$13.7M Total AUM
$13.7M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge harborBridge quantum
- Established Date
- 06-15-2022
- Office Locations
- 1
Office Locations
8080 N Central Expressway #1700 Dallas TX
About Garza Financial Planning
Garza Financial Planning is a Dallas-based RIA. The firm has been operating for 4 years. Managing $13.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$13.7M AVG AUM / ADVISOR
$343.1K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Atlas optima Horizon Foundation Catalyst glacier Eagle eagle Frontier Meridian bridge
Client Personas
North
Custodian
Momentum foundation Insight Ridge beacon North optima Pioneer
Investment Themes
Vital ember Focus Alpha beacon Pathway horizon
Investment Vehicles
Ember alpha Harbor Peak
Services
Peak Eagle wave Focus north Fusion Ember Oak quantum Ember catalyst Vertex vital Crest optima
Technology
Capital Wave
Owner & Executives
VICTOR HUGO GARZA
Chief Compliance Officer, Founder, Owner
- CRD
- #4684570
- Ownership
- 75% or more
(986) 420-8295
vector.unison@eaglecapital.com
in linkedin.com/in/value-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,724,241 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,724,241 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,724,241
Public Funds:
26.8% Equity - Exchange:
73.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,998,433,423 | 26.8% |
| Equity - Exchange | $5,458,407,708 | 73.2% |
| Total | $7,456,841,131 | 100.0% |