Garritt Financial Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 307059
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Garritt Financial Solutions LLC is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and the selection of third‑party advisers. Its billing model is flexible: percentage of assets under management, hourly fees, and fixed-fee arrangements are all used. The firm does not identify as an active ESG investor and is not registered as a multi‑state 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
- Exchange Traded Equities100%
Contacts
3 of 3
Justin Garritt
FounderCRD 7214836
Anne Claire Nornhold
Investment Adviser RepresentativeCRD 7690181
Jeffrey Venables
FounderCRD 7954141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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