Garrett Investment Advisory Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287555
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Garrett Investment Advisory Services, LLC is an owner-operated, independent RIA registered in Texas and structured as an LLC. The adviser focuses on fee-based portfolio management for individuals and small businesses and is organized around an individual owner. Alongside advisory services, the firm conducts insurance brokerage and other financial product sales, indicating a hybrid service mix that blends investment management with insurance and product distribution. The firm does not identify as an active ESG investor, does not act as a capital allocator to third-party managers, and is not reported as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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