Investment adviser · CRD 29931
ANDREW GARRETT, INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $521M Form ADV · Item 5.F
- Client accounts
- 1,122 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 504 | $305,897,830 | 58.7% |
| Individuals | 614 | $131,099,069 | 25.1% |
| Pooled investment vehicles | 4 | $84,350,500 | 16.2% |
Filing source
Form ADV 2095023 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
230 PARK AVENUE 3RD FLOOR WESTNEW YORK, NY, 10169, United States
CRD 29931
Filing source
Form ADV 2095023 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.