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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-1976
- Office Locations
- 1
Office Locations
About Garrett Nagle & Co., Inc.
Founded in 1976, Garrett Nagle & Co. is a Woburn, MA boutique SEC-registered investment adviser and broker-dealer serving high net worth individuals and institutions. The firm builds separately managed, customized portfolios centered on diversified asset allocation, with in-house equity and fixed income management across five risk-based models. During equity stress it may raise cash and phases new positions in over 6–12 months; client assets are held with third-party custodians (e.g., Fidelity/NFS).
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Owner & Executives
GARRETT JAMES NAGLE JR
DIRECTOR, Investment Advisor, President, TREASURER
- CRD
- #344576
- Ownership
- 75% or more
GARRETT THOMAS NAGLE
Chief Compliance Officer, Investment Advisor
- CRD
- #2205589
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,358,821 | $683,047 |
| Non-Discretionary | $0 | -- |
| Total | $98,358,821 | $683,047 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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