Andrew Garret, Inc is an adviser based in New York. It manages $3 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2003.
Andrew Garret provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Andrew Garret, Inc is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Andrew Garret, Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Andrew Garrett Sycoff has been acting as President since 1 Nov 2001. Jesse Lloyd Upchurch joined the executive team most recently as the Share Holder.
The principal office where Andrew Garret, Inc performs its advisory services is located at 380 Lexington Avenue, New York, NY 10168 The mailing address of the firm is 380 Lexington Avenue, New York, NY 10168. An additional office of the firm is in Summerville, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-682-8833 or by fax 646-708-9671. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.andrewgarrett.com.