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ANDREW GARRETT, INC.
NEW YORK, NY
212-682-8833
SEC #801-71581Total AUM
$521.3M
Employees
14Clients
1,122Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
230 PARK AVENUE 3RD FLOOR WEST
NEW YORK
NY 10169
United States
NEW YORK
NY 10169
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
212-682-8833
Other Offices
9
Financials
Total AUM
$521.3M
Accounts
1,122Discretionary
$133.5M
Accounts
512Non-Discretionary
$387.8M
Accounts
610
Clients
Individual Clients
614AUM
$131.1M
HNW Individual Clients
504AUM
$305.9M
Pooled Vehicle Clients
4AUM
$84.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Cause of Denial/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDEFLGAHIILKSLAMAMDMIMNMONCNJNVNYOHOKORPAPRSCTXUTVAWAWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.