The Garrett Group

The Garrett Group (CRD# 145451) is a financial advisory firm headquartered in San Diego, CA. They manage $3,453,285 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $38,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Garrett Group
Showing 1 - 3 of 3 top financial advisors.
1
Joseph A. Ruff
CRD#: 5084886
10188 Telesis Court, Suite 130, San Diego, CA 92121
93
Wealthminder
score

Joseph Ruff (CRD# 5084886) is an Investment Advisor Representative working at The Garrett Group in San Diego, CA and has over 10 years of experience in the finance industry.

2
Nadia Tafreshi
CRD#: 5125430
10188 Telesis Court, Suite 130, San Diego, CA 92121
93
Wealthminder
score

Nadia Tafreshi (CRD# 5125430) is an Investment Advisor Representative working at The Garrett Group in San Diego, CA and has over 10 years of experience in the finance industry.

3
Matthew A. Garrett
CRD#: 2903122
10188 Telesis Court, Suite 130, San Diego, CA 92121
83
Wealthminder
score

Matthew Garrett (CRD# 2903122) is an Investment Advisor Representative working at The Garrett Group in San Diego, CA and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.