⚲
|
Garrett Nagle & Co Inc
✚
| |
---|---|
CRD # | 7071 |
SEC # | 801-11370 |
CIK # | |
AUM | $88.2 MM (2024-03-18) |
Employees | 4 (50% Investors, 50% Brokers) |
Phone | 617-737-9090 |
Address | 300 Unicorn Park Drive Woburn, MA 01801-3363 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 42 | 5.4 |
(b) Individuals (high net worth individuals) | 48 | 77.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 0.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 5.0 |
(n) Other | 0 | 0.0 |
Total | 150 | 88.2 |
By Discretionary | ||
Discretionary | 150 | 88.2 |
Non-Discretionary | 0 | 0.0 |
Total | 150 | 88.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 88.2 | |
Total | 150 | 88.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Steve Robbins Inc
✚
|
MO | 0.1 |
Gallatin & Company LLC
✚
|
FL | 0.1 |
Maimon Wealth Management Ltd
✚
|
0.1 | |
Elite Life Management LLC
✚
|
PA | 0.1 |
1230 Advisors LLC
✚
|
NY | 0.1 |
Chacon Diaz & Di Virgilio Wealth Management LLC
✚
|
FL | 0.1 |
Timothy J Ellis Inc
✚
|
NY | 0.1 |
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
Lyon Capital Management LLC
✚
|
NY | 0.1 |
RPM Capital Management LLC
✚
|
NY | 0.1 |