Garritt Financial Solutions LLC
RIAState Registered
Total AUM
$15.7M
Discretionary
$15.7M
100% of AUM
Avg account
$32.9K
Accounts
477
Employees
3
Advisory reps
3
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, fee-based registered investment adviser structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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