Garrett Investment Advisory Services, LLC

RIAState Registered
Total AUM
$450K
Discretionary
$450K
100% of AUM
Avg account
$150K
Accounts
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
287555
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 10%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth