Garrett Nagle & Co, Inc.

Broker-DealerFINRA MemberEst. 1976

Total AUM

$98.4M

Discretionary

$98.4M

100% of AUM

Accounts

144

Employees

4

Advisory reps

2

Brokerage reps

2

Firm details

Headquarters: Woburn, Massachusetts
CRD number: 7071
Registered since: February 25, 1976
Website: www.garrettnagle.com
Fee structure: Percentage of AUM, Commissions
Client types: HNWI87.65%
Corporations / Businesses6.23%
Individuals6.12%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Garrett Nagle & Co., Inc. is a small, SEC-registered broker-dealer that provides portfolio management for individuals and small businesses alongside traditional brokerage services. The firm has been registered since 1976 and is owned by an individual proprietor. Its client mix includes both individual and family clients as well as institutional relationships. Compensation comes through a combination of percentage-of-AUM fees and commissions. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities63%
Other32%
Cash & Cash Equivalents4%
State & Local Bonds1%

Owners & executives

1 of 1

Garrett Nagle
Executive Vice President, Chief Compliance OfficerCRD 2205589

Contacts

1 of 1

Garrett Nagle
President & FounderCRD 344576

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Woburn, MA

Middlesex

Location

Woburn, MA

Headquartered in Woburn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Middlesex
Address: 300 Unicorn Park Dr
Time zone: ET (UTC-5)
Office locations

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