The GARRETT INVESTMENT ADVISORS, LLC is a privately held investment adviser that advises $1.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GARRETT INVESTMENT ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 243.47% over the last 5-years.
The Group has been registered with the SEC for 14.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 512 POYNTZ AVE SUITE 120, MANHATTAN, KANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 49 employees comprised of 37 investment and 12 non-investment staff. The total number of Employees decreased by 2% over the last 5-years.
Their $1.6Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $1.22Bn or 76.35% of Total Assets and Individuals own $281.71mn or 17.6% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
GARRETT INVESTMENT ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.