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David Lawrence Garrett

Garrett Capital Investment Management

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About David Lawrence Garrett

David Garrett is a registered investment advisor representative and principal in Utah. David has been in the investment advisory business for over 30 years, working with a variety of clients including high-net-worth individuals and individuals other than high-net-worth individuals. David's current firm, Garrett Capital Investment Management, is a Utah-based firm with over 4 million dollars in regulatory assets under management. David also has experience with Garrett Capital Private Equity LLC. David's specialties include portfolio management for businesses, portfolio management for individuals, and market timing services.

Firm Information

David Garrett is currently registered with Garrett Capital Investment Management. Garrett Capital Investment Management is an investment advisory firm based in California that manages approximately $4,263,593 in client assets. The firm provides portfolio management services to individuals and businesses. They also offer market timing services. The firm has 2 investment advisor representatives and manages accounts for 25 clients, including 3 high net worth individuals.

$4.26M

Assets Under Management

58

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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David Garrett’s Registration & Firm History

UT

11/23/1999 - Present

Garrett Capital Investment Management (LOGAN UT)

NA

04/03/1991 - 01/10/1992

SECURITIES AMERICA, INC.

NA

05/16/1986 - 04/10/1991

FIRST WESTERN ADVISORS

NA

06/06/1983 - 05/22/1986

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 08/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/06/1984

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lawrence Garrett.
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