Garrett Nagle & Co, Inc.

Overview

Garrett Nagle & Co, Inc. is a small, long-established broker-dealer and advisory shop that has been SEC-registered since 1976. The firm serves individuals, families and some institutional clients, focusing on discretionary portfolio management for individual and small-business accounts while also operating under a commission-capable broker-dealer model. Investment activity is weighted toward public equities, with a clear preference for exchange-traded instruments as the primary vehicle for client exposure. The firm supplements equity allocations with mutual funds and targeted allocations to real estate-related strategies through third-party managers. Garrett Nagle & Co, Inc. does not position itself as an active ESG investor and is organized as an individually owned firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices