|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Andrew Garrett Inc
✚
|
|
|---|---|
| CRD # | 29931 |
| SEC # | 801-71581 |
| CIK # | 0000884846 |
| AUM | $663.0 M (2025-03-31) |
| Employees | 13 (77% Investors, 100% Brokers) |
| Phone | 212-682-8833 |
| Address | 52 Vanderbilt Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 180.1 |
| (b) Individuals (high net worth individuals) | 1,050 | 483.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,402 | 663.0 |
| By Discretionary | ||
| Discretionary | 1,004 | 339.0 |
| Non-Discretionary | 398 | 324.1 |
| Total | 1,402 | 663.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 657.4 | |
| Total | 1,402 | 663.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Opes Wealth Management LLC
✚
|
CA | 0.7 |
|
Diligent Investors LLC
✚
|
CA | 0.7 |
|
Nymbus Capital Inc
✚
|
0.7 | |
|
Forthright Wealth Management LLC
✚
|
GA | 0.7 |
|
Rose Capital Advisors LLC
✚
|
FL | 0.7 |
|
Waypoint Wealth Counsel LLC
✚
|
GA | 0.7 |
|
Wembley Strategic Advisory LLC
✚
|
NY | 0.7 |
|
SKBA Capital Management LLC
✚
|
CA | 0.7 |
|
Rogan & Associates Inc
✚
|
FL | 0.7 |
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.7 |