The Garrett Group

The Garrett Group (CRD# 145451) is a financial advisory firm headquartered in Solana Beach, CA. They manage $2,174,319 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
215 Pacific Ave, Solana Beach, CA 92075
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $181,193
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Garrett Group
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Garrett, financial advisor San Diego CA
Matthew A. Garrett
CRD#: 2903122
10188 Telesis Court, Suite 130, San Diego, CA 92121

Matthew Garrett (CRD# 2903122) is an Investment Advisor Representative working at The Garrett Group in San Diego, CA and has over 26 years of experience in the finance industry.

2
Joseph Ruff, financial advisor San Diego CA
Joseph A. Ruff
CRD#: 5084886
10188 Telesis Court, Suite 130, San Diego, CA 92121

Joseph Ruff (CRD# 5084886) is an Investment Advisor Representative working at The Garrett Group in San Diego, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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