GARCIA FINANCIAL PLANNING

GARCIA FINANCIAL PLANNING of MERIDIAN, ID is an SEC-registered investment adviser (CRD 339060). Regulatory assets under management: $6.0M.

Registration

• CRD: 339060
• Type: Registered investment adviser
• Location: 3597 E MONARCH SKY LN, MERIDIAN, ID, 83646
• Phone: (208) 573-4622
• Latest filing: 2026-07-20
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM, 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 339060 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search