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ANDREW GARRETT, INC.
CRD 29931 · SEC 801-71581
230 PARK AVENUE 3RD FLOOR WEST, NEW YORK, NY, 10169, United States
Phone
212-682-8833
Fax
212.584.9339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$521.3M
Discretionary AUM
$133.5M
Team
14 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 614 | $131.1M |
| High net worth individuals | 504 | $305.9M |
| Pooled investment vehicles | 4 | $84.4M |
States served
AL, AZ, AR, CA, CO, DE, GA, IL, KS, LA, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OK, OR, PA, PR, SC, UT, VA, WV, WY, MO, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD