The Garrett Group
Firm details
- Headquarters
- Encinitas, California
- CRD number
- 145451
- Website
- tgg-accounting.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Garrett Group is an independent, corporation-structured registered investment adviser owned by an individual and focused on serving individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management specifically for individuals and small businesses. It does not identify as an ESG-focused manager, is not set up as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Owners & executives
1 of 1Matthew Garrett
Founder and Chief Executive OfficerCRD 2903122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Encinitas, CA
San Diego
Location
Encinitas, CA
Headquartered in Encinitas, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1496 Neptune Ave
- Time zone
- PT (UTC-8)
- Office locations
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