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ANDREW GARRETT, INC.
CRD 29931File 801-71581
APPROVED
Retail clients
Disclosure events
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$521.3M
Above cohort median (national)
Discretionary AUM
$133.5M
Non-discretionary $387.8M
Clients
1,122
1,122 accounts
Employees
14
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 6, 2010
- Principal office
- 230 PARK AVENUE 3RD FLOOR WEST, NEW YORK, NY, 10169
- Phone
- 212-682-8833
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $521.3M
- Discretionary AUM
- $133.5M
- Non-discretionary AUM
- $387.8M
- Discretionary accounts
- 512
- Non-discretionary accounts
- 610
- Total accounts
- 1,122
- AUM per client
- $465K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 504 | $305.9M |
| Pooled investment vehicles | 4 | $84.4M |
| Individuals (other than high net worth individuals) | 614 | $131.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E3
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.