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| Garnett Advisors LLC
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|
|---|---|
| CRD # | 289930 |
| SEC # | 801-114876 |
| CIK # | |
| AUM | $212.8 MM (2023-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 940-387-3881 |
| Address | 1121 Dallas Drive Denton, TX 76205 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.4 |
| (b) Individuals (high net worth individuals) | 2 | 4.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 121.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 86.2 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 212.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7 | 212.8 |
| Total | 7 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 7 | 212.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.2 |
|
Melfa Wealth Management Inc
✚
|
MA | 0.2 |
|
Trail Ridge Investment Advisors LLC
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|
CO | 0.2 |
|
Sara-Bay Financial Corp
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|
FL | 0.2 |
|
Christensen King & Associates Investment Services Inc
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|
WA | 0.2 |
|
V2 Financial Group LLC
✚
|
IL | 0.2 |
|
SGL Investment Advisors Inc
✚
|
MT | 0.2 |
|
Cannon Beach Consultants Inc
✚
|
CA | 0.2 |
|
Fullen Financial Group Inc
✚
|
OH | 0.2 |
|
Provider Financial Inc
✚
|
IN | 0.2 |