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Andrew Garrett Inc.

Headquartered in NEW YORK, NY

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Firm Information

Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.

Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (11)

ANDREW GARRETT INC. has a total of 11 branch locations across the country.
location

NEW YORK, NY

location

NEWTOWN, PA

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SPRINGFIELD, MO

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PALO ALTO, CA

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Orangeville, CA

location

ANDERSON, SC

location

GARDINER, NY

location

FORKED RIVER, NJ

location

Hollywood, FL

location

Anderson, SC

location

PERKASIE, PA

Advisors at Andrew Garrett Inc.

View All 21 Advisors
Unclaimed
Billy James Uzzell

RA

SPRINGFIELD, MO

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Joyce Elaine Muse
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Jung Fang Chang

RA

PALO ALTO, CA

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Hyung Eun Lee
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Danny Ray Tervol

RA

SPRINGFIELD, MO

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Brian Michael Kuhns

RA

NEWTOWN, PA

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Unclaimed
James P. Fraschilla

NEW YORK, NY

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Unclaimed
Mark Henry Maurer

RA

ANDERSON, SC

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Disclosures

There is public disclosure for Andrew Garrett Inc.. Review regulatory record here.

Frequently Asked Questions (24)

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