STEVE GARRETT AND ASSOCIATES,INC.

STEVE GARRETT AND ASSOCIATES,INC. of GLENDORA, CA is an SEC-registered investment adviser (CRD 126791). Regulatory assets under management: $44.0M.

Registration

• CRD: 126791
• SEC file number: 801-112386
• Type: Registered investment adviser
• Location: 449 WEST FOOTHILL BLVD, GLENDORA, CA, 91741
• Phone: 626-390-4753
• Latest filing: 2026-04-22
• Regulatory AUM: $44.0M
• Discretionary AUM: $44.0M
• Accounts: 38

Business model

Compensation: Hourly.

Clients served: Individuals, Corporations, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 126791 on SEC IAPD (source of record)
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