GARHWAL, CHAN & WILLIAMS INC.
  • GARHWAL, CHAN & WILLIAMS INC.
  • SH FINANCIAL MANAGEMENT, INC.

Adviser Profile

As of Date 11/20/2025
Registration status Registration Changed to GARHWAL, CHAN & WILLIAMS INC.
ADV Location SAN FRANCISCO, CA, United States
Contact Info (41 xxxxxxx
Websites
AUM* 123,614,152 19%
of that, discretionary 123,614,152 19%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,670,462 17%
% High Net Worth 73.33% -7%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees