|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Garrett Nagle & Co Inc
✚
|
|
|---|---|
| CRD # | 7071 |
| SEC # | 801-11370 |
| CIK # | |
| AUM | $95.8 M (2025-03-25) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 617-737-9090 |
| Address | 300 Unicorn Park Drive Woburn, MA 01801-3363 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 5.2 |
| (b) Individuals (high net worth individuals) | 48 | 85.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 95.8 |
| By Discretionary | ||
| Discretionary | 143 | 95.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 95.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.8 | |
| Total | 143 | 95.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hicks & Associates Wealth Management LLC
✚
|
NC | 0.1 |
|
Greycliff Wealth Management LLC
✚
|
NY | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
Reitz Capital Advisors LLC
✚
|
MI | 0.1 |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
Granite Value Capital LLC
✚
|
NH | 0.1 |
|
Stranberg Capital LLC
✚
|
TX | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Blue Jean Financial LLC
✚
|
NY | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 |