Steve Garrett and Associates,Inc.

Overview

Steve Garrett And Associates, Inc. is an independent, corporation-format registered investment adviser that serves individual and family clients. The firm combines advisory work—notably financial planning and the publication of newsletters or periodicals—with broker-dealer activities and operates as a registered representative of a broker-dealer. Its stated billing arrangement for advisory work is hourly charges. The firm is not characterized as a capital allocator, does not position itself as an active ESG investor, and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices