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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- WaveCrest vital +more
- Established Date
- 06-10-1993
- Office Locations
- 10
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JANNELLE LYNN CANNIZZARO-FONG
Chief Financial Officer, Finop, Principal
- CRD
- #4249300
- Ownership
- Less than 5%
MARK HENRY MAURER
Chief Compliance Officer
- CRD
- #1496683
- Ownership
- Less than 5%
Pioneer fusion
Harbor crest delta
- CRD
- #57986
- Ownership
- 44.2%
Showing 2 of 5 owners & executives
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ERIC WILLIAM ANDERSON
--
- CRD
- #5848119
LUIS PORFIRIO BARAHONA
--
- CRD
- #2721040
Matrix frontier
Matrix foundation element
- CRD
- #23794
Showing 2 of 29 contacts
Unlock allAssets Under Management
| 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
| 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% |