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GARRETT NAGLE & CO., INC.
CRD 7071 · SEC 801-11370
300 UNICORN PARK DRIVE, WOBURN, MA, 01801-3363, United States
Phone
617-737-9090
Fax
781-939-0411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$98.4M
Discretionary AUM
$98.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $6.0M |
| High net worth individuals | 53 | $86.2M |
| Corporations/business entities | 2 | $6.1M |
States served
VT, CA, DC, GA, IN, KY, ME, MD, MA, NV, NY, RI, SC, VA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD