Overview
Assets Under Management: $98 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 53
Average Client Assets: $1.6 million
Frequently Asked Questions
GARRETT NAGLE & CO., INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #7071), GARRETT NAGLE & CO., INC. is subject to fiduciary duty under federal law.
GARRETT NAGLE & CO., INC. is headquartered in WOBURN, MA.
GARRETT NAGLE & CO., INC. serves 53 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, GARRETT NAGLE & CO., INC. offers portfolio management for individuals. View all service details ↓
GARRETT NAGLE & CO., INC. manages $98 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, GARRETT NAGLE & CO., INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.65%
Average Client Assets: $1.6 million
Total Client Accounts: 144
Discretionary Accounts: 144
Regulatory Filings
CRD Number: 7071
Filing ID: 2066218
Last Filing Date: 2026-03-09 12:37:29