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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-12-2007
- Office Locations
- 1
Office Locations
About THE Garrett Group
The Garrett Group provides mission-critical professional services to U.S. Government clients, spanning operational planning, intelligence, security, and IT/cyber readiness, with a workforce largely drawn from prior military/government operators. Public filings also show a CA-based retail advisory practice offering financial/estate/tax planning and insurance, implementing portfolios primarily through ETF-focused SMAs (United Planners; Empower Financial Services).
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Owner & Executives
MATTHEW AARON GARRETT
Advisor
- CRD
- #2903122
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,011,823 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,011,823 | -- |
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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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