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Building 2GARRETT NAGLE & CO., INC.

Map pinWOBURN, MA
Phone617-737-9090
NotebookSEC #801-11370
Total AUM
$98.4M
Employees
4
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 UNICORN PARK DRIVE
WOBURN
MA 01801-3363
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
617-737-9090

ReceiptFinancials

Total AUM
$98.4M
Accounts
144
Discretionary
$98.4M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$6M
HNW Individual Clients
53
AUM
$86.2M
Corporation or Business Clients
2
AUM
$6.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAINKYMAMDMENHNVNYRISCVAVT

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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