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 9 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 9 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 19 years of experience in the finance industry.

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