Garrett Nagle & Co Review

Trust Score 80%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Garrett Nagle & Co, federally registered in 1976, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 2 advisors. Garrett Nagle & Co manages $100.8 million and provides investment advisory services for 99 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,018,287
Hybrid Advisor Yes
Disciplinary History No
Total AUM $100.8 million
Advisor / Client Ratio 1:50
Headquarters 300 Unicorn Park Drive Woburn, MA 01801-3363
SEC Filings Forms and Brochures    (CRD # 7071)
State(s) Registered CA, FL, GA, IN, KY, MD, MA, NH, NY, RI, SC, VT, VA

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