Andrew Garrett, Inc.

Overview

Andrew Garrett, Inc. is organized as a corporation that operates primarily as an independent broker-dealer and insurance broker while also providing advisory services. The firm is SEC-registered (since 2010) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers. Fees are collected via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices