STEVE GARRETT AND ASSOCIATES,INC.
Firm details
- Headquarters
- GLENDORA, California
- CRD number
- 126791
- Website
- www.garrett-associates.net
- Fee structure
- Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
Steve Garrett And Associates, Inc. is an independent registered investment adviser operating as a small, owner-managed RIA that also functions as a broker-dealer/registered representative. The firm focuses on individual and family clients and provides financial planning and publishes periodicals or newsletters. Its billing model for advisory work is hourly charges. According to the available profile, the firm does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
- Exchange Traded Equities100%
Contacts
1 of 1STEPHEN GARRETT
PresidentCRD 218223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLENDORA, CA
LOS ANGELES
Location
GLENDORA, CA
Headquartered in GLENDORA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 449 W Foothill Blvd
- Time zone
- PT (UTC-8)
- Office locations
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