Garrett Nagle & Co Inc

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Assets, Funds, Holdings

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Garrett Nagle & Co Inc
CRD #7071
SEC #801-11370
CIK #
AUM $88.2 MM (2024-03-18)
Employees 4 (50% Investors, 50% Brokers)
Phone617-737-9090
Address300 Unicorn Park Drive
Woburn, MA 01801-3363
Source [IAPD] [Website]
Total AUM ($MM)
15012090603002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 42 5.4
(b) Individuals (high net worth individuals) 48 77.1
(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 2 0.7
(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 5.0
(n) Other 0 0.0
Total 150 88.2
By Discretionary
Discretionary 150 88.2
Non-Discretionary 0 0.0
Total 150 88.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 88.2
Total 150 88.2
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Timothy J Ellis Inc
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Lyon Capital Management LLC
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RPM Capital Management LLC
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