GARTNER FINANCIAL ADVISORS

GARTNER FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 174285). Regulatory assets under management: $19.3M.

Registration

• CRD: 174285
• Type: Registered investment adviser
• Phone: 513-620-6598
• Latest filing: 2026-01-28
• Regulatory AUM: $19.3M
• Discretionary AUM: $18.5M
• Non-discretionary AUM: $809K
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search