Andrew Garrett, Inc.
Andrew Garrett, Inc. is an SEC-registered mass-market adviser in New York, NY with $521.3M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Andrew Garrett, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 29931, SEC 801-71581, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $521.3M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 14
- Clients
- 1,122
- CRD
- 29931
- Ownership
- SULLIVAN, MATTHEW DAVID; MITCHELL, JAMES ROBERT JR; UPCHURCH, JESSE LLOYD; MAURER, MARK HENRY; SCHWARTZ, REVAN R
How much AUM does Andrew Garrett, Inc. have?
Andrew Garrett, Inc. reported $521.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Andrew Garrett, Inc.?
Disclosed owners and executives of Andrew Garrett, Inc. include SULLIVAN, MATTHEW DAVID, MITCHELL, JAMES ROBERT JR, UPCHURCH, JESSE LLOYD, MAURER, MARK HENRY, SCHWARTZ, REVAN R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.