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THE GARRETT GROUP
CARDIFF BY THE SEA, CA
858-546-0421
SEC #801-68550Total AUM
$4.7M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1953 SAN ELIJO AVE.
SUITE 203
CARDIFF BY THE SEA
CA 92007
United States
SUITE 203
CARDIFF BY THE SEA
CA 92007
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
858-546-0421
Financials
Total AUM
$4.7M
Accounts
90Discretionary
$0
Accounts
0Non-Discretionary
$4.7M
Accounts
90
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET WORTH FOR FAMILY OFFICE MODEL
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.