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
The Garrett Group
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts12ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Garrett Group
1
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 (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.
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