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Andrew Garrett, Inc.
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Overview Share
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New York, New York
$126.6 million AUM
12 offices

Andrew Garrett, Inc. is based in New York, New York and has $126.6 million in assets under management.

Location
52 Vanderbilt Avenue
Suite 510
New York, NY 10017
$126.6 million
AUM
19
Employees
AUM Share
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$126,610,725
Assets under management
511 clients
Number of clients
Average investment size is $247,770
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 304 $35,803,456 28% $117,775
High net worth individuals 204 $80,882,238 64% $396,482
Charitable organizations 3 $9,925,031 8% $3,308,344
Employees Share
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19
Employees
12
Investment analysts
63% of total employees
AUM per employee Share
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$126,610,725
Assets under management
$6,663,722
AUM per employee
$10,550,894
AUM per investment analyst
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Compensation

Andrew Garrett, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Andrew Garrett, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 29,931
SEC number 801-71581
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date March 31, 2020

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