ANDREW GARRETT, INC.
CRD #29931 SEC #801-71581 NEW YORK, NY 212-682-8833
SEC Registered Broker-Dealer
Total AUM
$663M
Discretionary
$339M
Employees
13
Clients
0
Accounts
1,402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $663M | $339M | $324.1M | 13 | 0 |
| Oct 2025 | $663M | $339M | $324.1M | 13 | 0 |
| Mar 2025 | $663M | $339M | $324.1M | 13 | 0 |
| Jan 2025 | $470.1M | $12.4M | $457.7M | 15 | 1,161 |
| May 2024 | $470.1M | $12.4M | $457.7M | 15 | 1,161 |
| Mar 2024 | $470.1M | $12.4M | $457.7M | 15 | 1,161 |
| Feb 2024 | $406M | $200K | $405.8M | 15 | 1,050 |
| Jan 2024 | $406M | $200K | $405.8M | 15 | 1,050 |
| Jan 2024 | $406M | $200K | $405.8M | 15 | 1,050 |
| Sep 2023 | $406M | $200K | $405.8M | 15 | 1,050 |
| Mar 2023 | $324M | $10.5M | $313.5M | 15 | 1,005 |
| Dec 2022 | $341.5M | $0 | $341.5M | 18 | 869 |
| Nov 2022 | $341.5M | $0 | $341.5M | 18 | 869 |
| Nov 2022 | $341.5M | $0 | $341.5M | 18 | 869 |
| Apr 2022 | $341.5M | $0 | $341.5M | 18 | 869 |
| Apr 2022 | $341.5M | $0 | $341.5M | 19 | 869 |
| Mar 2022 | $341.5M | $0 | $341.5M | 19 | 869 |
| Nov 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Nov 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Oct 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Jun 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Mar 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Feb 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Feb 2021 | $205.9M | $0 | $205.9M | 18 | 642 |
| Oct 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Sep 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Sep 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Sep 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Jul 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Jul 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Jun 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Mar 2020 | $126.6M | $0 | $126.6M | 19 | 511 |
| Feb 2020 | $95M | $0 | $95M | 20 | 395 |
| Oct 2019 | $95M | $0 | $95M | 20 | 395 |
| Jun 2019 | $95M | $0 | $95M | 20 | 395 |
| Jun 2019 | $95M | $0 | $95M | 20 | 395 |
| Apr 2019 | $95M | $0 | $95M | 20 | 395 |
| Mar 2019 | $95M | $0 | $95M | 20 | 395 |
| Mar 2019 | $81.8M | $0 | $81.8M | 20 | 255 |
| Mar 2019 | $81.8M | $0 | $81.8M | 20 | 255 |
| Mar 2019 | $81.8M | $0 | $81.8M | 20 | 255 |
| Feb 2019 | $81.8M | $0 | $81.8M | 20 | 255 |
| Jan 2019 | $81.8M | $0 | $81.8M | 20 | 255 |
| Dec 2018 | $81.8M | $0 | $81.8M | 20 | 255 |
| Mar 2018 | $81.8M | $0 | $81.8M | 20 | 255 |
| Mar 2018 | $64.6M | $0 | $64.6M | 20 | 255 |
| Sep 2017 | $64.6M | $0 | $64.6M | 20 | 26 |
| Sep 2017 | $64.6M | $0 | $64.6M | 20 | 26 |
| Apr 2017 | $45.3M | $0 | $45.3M | 21 | 100 |
| Feb 2017 | $45.3M | $0 | $45.3M | 21 | 100 |
| Mar 2016 | $39M | $0 | $39M | 20 | 26 |
| May 2015 | $43.8M | $0 | $43.8M | 22 | 26 |
| Mar 2015 | $43.8M | $0 | $43.8M | 22 | 26 |
| Mar 2014 | $38.3M | $0 | $38.3M | 23 | 100 |
| Oct 2013 | $32M | $0 | $32M | 23 | 100 |
| Oct 2013 | $32M | $0 | $32M | 23 | 100 |
| Aug 2013 | $32M | $0 | $32M | 23 | 100 |
| Jun 2013 | $32M | $0 | $32M | 23 | 100 |
| Mar 2013 | $32M | $0 | $32M | 23 | 100 |
| Jan 2013 | $62M | $0 | $62M | 23 | 200 |
| Sep 2012 | $62M | $0 | $62M | 11 | 200 |
| Jun 2012 | $62M | $0 | $62M | 11 | 200 |
| May 2012 | $62M | $0 | $62M | 11 | 200 |
| Apr 2012 | $62M | $0 | $62M | 11 | 200 |
| Mar 2012 | $62M | $0 | $62M | 11 | 200 |
| Aug 2011 | $38.6M | $0 | $38.6M | -- | -- |
| Apr 2011 | $38.6M | $0 | $38.6M | -- | -- |
| Mar 2011 | $38.6M | $0 | $38.6M | -- | -- |
| Jan 2011 | $33.2M | $0 | $33.2M | -- | -- |
| Sep 2010 | $33.2M | $0 | $33.2M | -- | -- |
| Aug 2010 | $33.2M | $0 | $33.2M | -- | -- |
| Jun 2010 | $33.2M | $0 | $33.2M | -- | -- |
| Jun 2010 | $33.2M | $0 | $33.2M | -- | -- |
| Nov 2007 | $3M | $0 | $3M | 51 | -- |
| Nov 2007 | $3M | $0 | $3M | 51 | -- |
| Nov 2007 | $3M | $0 | $3M | 51 | -- |
| Oct 2007 | $3M | $0 | $3M | 51 | -- |
| Oct 2007 | $3M | $0 | $3M | 51 | -- |
| Sep 2007 | $3M | $0 | $3M | 51 | -- |
| Sep 2007 | $3M | $0 | $3M | 51 | -- |
| Sep 2007 | $3M | $0 | $3M | 51 | -- |
| Sep 2007 | $3M | $3M | $0 | 51 | -- |
| Sep 2007 | $3M | $3M | $0 | 51 | -- |
| Sep 2007 | $3M | $3M | $0 | 51 | -- |
| Sep 2007 | $3M | $3M | $0 | 51 | -- |
| Aug 2007 | $3M | $3M | $0 | 51 | -- |
| Aug 2007 | $3M | $3M | $0 | 51 | -- |
| Jun 2007 | $3M | $3M | $0 | 51 | -- |
| May 2007 | $3M | $3M | $0 | 51 | -- |
| Apr 2007 | $3M | $3M | $0 | 51 | -- |
| Dec 2003 | $3M | $3M | $0 | 51 | -- |
| Dec 2003 | $3M | $3M | $0 | 51 | -- |
| Nov 2003 | $3M | $3M | $0 | 51 | -- |
| Oct 2003 | $3M | $3M | $0 | 51 | -- |
DateOct 2025
Total AUM$663M
Discretionary$339M
Non-Disc.$324.1M
Employees13
Clients0
DateOct 2025
Total AUM$663M
Discretionary$339M
Non-Disc.$324.1M
Employees13
Clients0
DateMar 2025
Total AUM$663M
Discretionary$339M
Non-Disc.$324.1M
Employees13
Clients0
DateJan 2025
Total AUM$470.1M
Discretionary$12.4M
Non-Disc.$457.7M
Employees15
Clients1,161
DateMay 2024
Total AUM$470.1M
Discretionary$12.4M
Non-Disc.$457.7M
Employees15
Clients1,161
DateMar 2024
Total AUM$470.1M
Discretionary$12.4M
Non-Disc.$457.7M
Employees15
Clients1,161
DateFeb 2024
Total AUM$406M
Discretionary$200K
Non-Disc.$405.8M
Employees15
Clients1,050
DateJan 2024
Total AUM$406M
Discretionary$200K
Non-Disc.$405.8M
Employees15
Clients1,050
DateJan 2024
Total AUM$406M
Discretionary$200K
Non-Disc.$405.8M
Employees15
Clients1,050
DateSep 2023
Total AUM$406M
Discretionary$200K
Non-Disc.$405.8M
Employees15
Clients1,050
DateMar 2023
Total AUM$324M
Discretionary$10.5M
Non-Disc.$313.5M
Employees15
Clients1,005
DateDec 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees18
Clients869
DateNov 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees18
Clients869
DateNov 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees18
Clients869
DateApr 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees18
Clients869
DateApr 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees19
Clients869
DateMar 2022
Total AUM$341.5M
Discretionary$0
Non-Disc.$341.5M
Employees19
Clients869
DateNov 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateNov 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateOct 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateJun 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateMar 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateFeb 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateFeb 2021
Total AUM$205.9M
Discretionary$0
Non-Disc.$205.9M
Employees18
Clients642
DateOct 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateSep 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateSep 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateSep 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateJul 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateJul 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateJun 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateMar 2020
Total AUM$126.6M
Discretionary$0
Non-Disc.$126.6M
Employees19
Clients511
DateFeb 2020
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateOct 2019
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateJun 2019
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateJun 2019
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateApr 2019
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateMar 2019
Total AUM$95M
Discretionary$0
Non-Disc.$95M
Employees20
Clients395
DateMar 2019
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateMar 2019
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateMar 2019
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateFeb 2019
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateJan 2019
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateDec 2018
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateMar 2018
Total AUM$81.8M
Discretionary$0
Non-Disc.$81.8M
Employees20
Clients255
DateMar 2018
Total AUM$64.6M
Discretionary$0
Non-Disc.$64.6M
Employees20
Clients255
DateSep 2017
Total AUM$64.6M
Discretionary$0
Non-Disc.$64.6M
Employees20
Clients26
DateSep 2017
Total AUM$64.6M
Discretionary$0
Non-Disc.$64.6M
Employees20
Clients26
DateApr 2017
Total AUM$45.3M
Discretionary$0
Non-Disc.$45.3M
Employees21
Clients100
DateFeb 2017
Total AUM$45.3M
Discretionary$0
Non-Disc.$45.3M
Employees21
Clients100
DateMar 2016
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees20
Clients26
DateMay 2015
Total AUM$43.8M
Discretionary$0
Non-Disc.$43.8M
Employees22
Clients26
DateMar 2015
Total AUM$43.8M
Discretionary$0
Non-Disc.$43.8M
Employees22
Clients26
DateMar 2014
Total AUM$38.3M
Discretionary$0
Non-Disc.$38.3M
Employees23
Clients100
DateOct 2013
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees23
Clients100
DateOct 2013
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees23
Clients100
DateAug 2013
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees23
Clients100
DateJun 2013
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees23
Clients100
DateMar 2013
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees23
Clients100
DateJan 2013
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees23
Clients200
DateSep 2012
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees11
Clients200
DateJun 2012
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees11
Clients200
DateMay 2012
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees11
Clients200
DateApr 2012
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees11
Clients200
DateMar 2012
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees11
Clients200
DateAug 2011
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees--
Clients--
DateApr 2011
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees--
Clients--
DateMar 2011
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees--
Clients--
DateJan 2011
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees--
Clients--
DateSep 2010
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees--
Clients--
DateAug 2010
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees--
Clients--
DateJun 2010
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees--
Clients--
DateJun 2010
Total AUM$33.2M
Discretionary$0
Non-Disc.$33.2M
Employees--
Clients--
DateNov 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateNov 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateNov 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateOct 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateOct 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$0
Non-Disc.$3M
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateAug 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateJun 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateApr 2007
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateNov 2003
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--
DateOct 2003
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees51
Clients--