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STEVE GARRETT AND ASSOCIATES,INC.
CRD 126791 · SEC 801-112386
449 WEST FOOTHILL BLVD, SUITE 216, GLENDORA, CA, 91741, United States
Phone
626-390-4753
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.0M
Discretionary AUM
$44.0M
Team
0 total employees; 0 advisory reps
Clients
—
Fees
Hourly charges
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPublication of periodicalsEXPERT WITNESS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $44.0M |
All web addresses on file
Official SEC filing: View on IAPD