T
$125.3M Total AUM
$125.3M Disc. AUM
-- 3Y CAGR
1 Employees
134 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-23-2011
- Office Locations
- 1
Office Locations
5656 N. Central Expy Suite 500 Dallas TX
About THE Gardner Group
The Gardner Group is a Dallas-based, founder-led RIA serving entrepreneurs with integrated financial planning and portfolio management, including tax and estate planning and insurance guidance. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs, with allocations that can include fixed income, annuities, and alternatives. Custody is maintained at Charles Schwab and Fidelity/NFS.
Team overview
54 AVG AGE
$125.3M AVG AUM / ADVISOR
$934.9K AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
G
GREGORY DUANE GARDNER
Chief Compliance Officer, Managing Member, President
- CRD
- #2213395
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,274,461 | $341,347 |
| Non-Discretionary | $0 | -- |
| Total | $125,274,461 | $341,347 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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