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Hari Ram Garhwal

Investment adviser representative at Garhwal, Chan & Williams Inc.
30 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$133.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

30 years in the industry.

  1. Garhwal, Chan & Williams Family OfficeFeb 2016 to now
  2. Garhwal, Chan & Williams Inc.Jan 1996 to now

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Garhwal, Chan & Williams Inc.

$133.6MAssets managed
28Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4636550
Firm CRD
125484
Advisor's SEC record (opens in a new tab)
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