THE GARRETT GROUP

THE GARRETT GROUP of ENCINITAS, CA is an SEC-registered investment adviser (CRD 145451). Regulatory assets under management: $6.0M.

Registration

• CRD: 145451
• SEC file number: 801-68550
• Type: Registered investment adviser
• Location: 1496 NEPTUNE AVE, ENCINITAS, CA, 92024
• Phone: 8589220192
• Latest filing: 2026-06-05
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search