Garrett Nagle & Co., Inc.
SEC RegisteredAbout the firm
Founded in 1976, Garrett Nagle & Company is a boutique investment management firm specializing in managing portfolios for high net worth individuals and institutions. Based in Woburn, Massachusetts, our portfolios are separately managed and customized according to each client's individual risk tolerance and return objectives. The firm is a Registered Investment Advisor with the SEC and a FINRA member Broker Dealer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Separately managed and customized investment portfolios based on each client's individual risk tolerance and return objectives, with five distinct asset allocation strategies ranging from very conservative to quite aggressive, specializing in equity and fixed income management.
Who they serve
High net worth individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $6.0M |
| High Net Worth Individuals | 53 | $86M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| In Excess of $1,000,000 | 0.00% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrett Nagle & Co., Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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