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- Custodian
- Interactive Brokers ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2017
- Office Locations
- 1
Office Locations
About Garrett Investment Advisory Services, LLC
CGN Advisors is a fee-only fiduciary firm in Manhattan, Kansas providing personalized financial planning and investment management for pre-retirees/retirees and small business owners. The team integrates retirement income planning, tax-efficient strategies, estate planning, and portfolio oversight with a long-term, research-driven, cost-conscious approach. In-house tax preparation and proactive tax planning support ongoing advice.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
KEITH SCOTT GARRETT
Managing Member, Principal
- CRD
- #2391108
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $450,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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