Garcia, Robert, Alan (Templeton)

Garcia, Robert, Alan provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Garcia, Robert, Alan: assets under management

The assets under management (AUM) of Garcia, Robert, Alan is $177.15 million. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.92 million in discretionary accounts and $68.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Garcia, Robert, Alan for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Templeton

The principal office where Garcia, Robert, Alan performs its advisory services is located at 613 S. Main Street, Templeton, CA 93465, which is also the mailing address of the firm. An additional office of the firm is in San Luis Obispo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-434-2608 or by fax 805-434-9359. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at garciawealth.com.

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