CRD: 126791
Steve Garrett AND ASSOCIATES,INC.
$44.0M Total AUM
$44.0M Disc. AUM
-- 3Y CAGR
0 Employees
38 ADV. Clients
22 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2003
- Office Locations
- 1
Office Locations
449 West Foothill Blvd Suite 216 Glendora CA
About Steve Garrett AND ASSOCIATES,INC.
Steve Garrett AND ASSOCIATES,INC. is a Glendora-based RIA. The firm has been operating for 22 years. Managing $44.0M in total assets under management, They custody assets with LPL Financial.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEPHEN EARL GARRETT
Chief Compliance Officer
- CRD
- #218223
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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