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- Custodian
- Assetmark ยท Betterment
- Clients
- Retail
- Platforms
- EmberBridge +more
- Established Date
- 02-21-2020
- Office Locations
- 1
Office Locations
About Garritt Financial Solutions LLC
Garritt Financial Solutions is an independent, fee-only RIA providing comprehensive financial planning and investment management for educators, young professionals, healthcare professionals, and first responders. The team offers ongoing and project-based planning, including student loan analysis, and implements portfolios primarily with ETFs. Based in Baltimore, they serve clients virtually nationwide and emphasize a no-commission, fiduciary approach.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Justin Adam Garritt
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #7214836
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anne Claire Teijtel Nornhold
Investment Advisor Representative
- CRD
- #7690181
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,683,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,683,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,683,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,662,191,581 | 100.0% |
| Total | $1,662,191,581 | 100.0% |