|
⚲
|
| Andrew Garrett Inc
✚
| |
|---|---|
| CRD # | 29931 |
| SEC # | 801-71581 |
| CIK # | 0000884846 |
| AUM | $470.1 MM (2024-05-13) |
| Employees | 15 (73% Investors, 100% Brokers) |
| Phone | 212-682-8833 |
| Address | 52 Vanderbilt Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 349 | 352.6 |
| (b) Individuals (high net worth individuals) | 812 | 117.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 470.1 |
| By Discretionary | ||
| Discretionary | 24 | 12.4 |
| Non-Discretionary | 1,137 | 457.7 |
| Total | 1,161 | 470.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.7 | |
| United States Persons | 456.4 | |
| Total | 1,161 | 470.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lazari Capital Management Inc
✚
|
CA | 0.5 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.5 |
|
EQ Wealth Advisors LLC
✚
|
TX | 0.5 |
|
Prospera Private Wealth LLC
✚
|
OK | 0.5 |
|
Hyposwiss Advisors Sa
✚
|
0.5 | |
|
44 Wealth Management LLC
✚
|
OR | 0.5 |
|
Ogorek Wealth Management LLC
✚
|
NY | 0.5 |
|
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
The Marshall Financial Group LLC
✚
|
MD | 0.5 |