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Andrew Garrett Inc.

Andrew Garrett Inc.. CRD 29931

A

CRD: 29931

Andrew Garrett Inc.

NEW York, NY, 10169
2126828833
www.andrewgarrett.com
$521.3M Total AUM
$133.5M Disc. AUM
13.9% 3Y CAGR
14 Employees
1,122 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
WaveCrest vital +more
Established Date
06-10-1993
Office Locations
10

Office Locations

121 Main Street Gardiner NY
1615 Congress AVE STE 103 Delray Beach FL
2101 West Chesterfield Blvd Building C 102 Springfield MO

About Andrew Garrett Inc.

Andrew Garrett Inc. is a New York-based wealth management firm founded in 1992, serving individuals, families, and corporations. The team provides personalized guidance across wealth management, retirement solutions, and tailored investment portfolios aligned to client goals, timelines, and risk preferences. Custody includes Charles Schwab & Co.

Team overview

59 AVG AGE
$52.1M AVG AUM / ADVISOR
$464.7K AVG AUM / CLIENT
17.5 yrs AVG TENURE
14 Employees
10 Advisory Reps
14 RIA Reps
32yrs Firm Age

Insights

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Asset Classes

Pathway Ridge Optima

Client Personas

North oak

Custodian

Oak Catalyst catalyst Ridge Eagle

Investment Themes

Zenith Beacon Focus Prime

Investment Vehicles

Vital Radial

Services

Quantum Bridge focus Glacier wave Harbor crest Fusion peak Delta Harbor value Ridge

Technology

Horizon bridge Crest Atlas eagle Capital timber

Owner & Executives

J

JANNELLE LYNN CANNIZZARO-FONG

Chief Financial Officer, Finop, Principal

CRD
#4249300
Ownership
Less than 5%
(577) 613-8814
oak.quantum@vertexcapital.com
in linkedin.com/in/momentum-delta
MARK HENRY MAURER

MARK HENRY MAURER

Chief Compliance Officer

CRD
#1496683
Ownership
Less than 5%
(255) 578-9775
vector.legacy@elementcapital.com
in linkedin.com/in/legacy-optima
P

Pioneer fusion

Harbor crest delta

CRD
#57986
Ownership
44.2%
(337) 693-4185
horizon.insight@radialcapital.com
in linkedin.com/in/glacier-prime

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Contacts

E

ERIC WILLIAM ANDERSON

--

CRD
#5848119
(860) 483-5256
oak.focus@capitalcapital.com
in linkedin.com/in/unison-optima
L

LUIS PORFIRIO BARAHONA

--

CRD
#2721040
(916) 495-5049
optima.value@vectorcapital.com
in linkedin.com/in/oak-north
M

Matrix frontier

Matrix foundation element

CRD
#23794
(342) 779-7760
ember.vector@timbercapital.com
in linkedin.com/in/prime-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
09-20-2023
05-13-2024
10-29-2025
04-15-2026
Category Assets AVG. Account size
Discretionary $133,537,619 $260,816
Non-Discretionary $387,809,780 $635,754
Total $521,347,399 $464,659

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Separately Managed Accounts

Total SMA Asset: $436,996,899

$437.0M Total SMA
Equity - Exchange:
7.8%
Public Funds:
7.8%
Equity - OTC:
18.1%
U.S. Government/Agency:
18.0%
Cash:
12.6%
Corporate - Investment Grade:
14.9%
Municipal Bonds:
20.8%
Asset class Assets Assets %
Equity - Exchange $273,044,144 7.8%
Public Funds $273,044,144 7.8%
Equity - OTC $633,602,437 18.1%
U.S. Government/Agency $630,101,871 18.0%
Cash $441,071,310 12.6%
Corporate - Investment Grade $521,584,327 14.9%
Municipal Bonds $728,117,717 20.8%
Total $3,500,565,950 100.0%

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