THE GARRETT GROUP
Firm details
- Headquarters
- ENCINITAS, California
- CRD number
- 145451
- Website
- tgg-accounting.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Garrett Group is an independent, privately owned registered investment adviser structured as a corporation that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. In addition to advisory work, the firm engages in insurance brokerage and accounting services. The Garrett Group is not identified as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
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
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Owners & executives
1 of 1MATTHEW GARRETT
Founder and Chief Executive OfficerCRD 2903122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENCINITAS, CA
SAN DIEGO
Location
ENCINITAS, CA
Headquartered in ENCINITAS, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1496 Neptune Ave
- Time zone
- PT (UTC-8)
- Office locations
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