GARRETT NAGLE & CO., INC.
CRD #7071 SEC #801-11370 WOBURN, MA 617-737-9090
SEC Registered Broker-Dealer
Total AUM
$95.8M
Discretionary
$95.8M
Employees
4
Clients
0
Accounts
143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $95.8M | $95.8M | $0 | 4 | 0 |
| Mar 2024 | $88.2M | $88.2M | $0 | 4 | 0 |
| Mar 2023 | $83.5M | $83.5M | $0 | 4 | 0 |
| Jul 2022 | $116M | $116M | $0 | 6 | 0 |
| Mar 2022 | $116M | $116M | $0 | 6 | 0 |
| Mar 2021 | $112.8M | $112.8M | $0 | 5 | 0 |
| Aug 2020 | $108.5M | $108.5M | $0 | 5 | 0 |
| Jun 2020 | $113.9M | $113.9M | $0 | 5 | 0 |
| Jun 2020 | $113.9M | $113.9M | $0 | 5 | 0 |
| Mar 2020 | $113.9M | $113.9M | $0 | 5 | 0 |
| Mar 2019 | $100.8M | $100.8M | $0 | 5 | 0 |
| Mar 2018 | $107.3M | $107.3M | $0 | 5 | 0 |
| Mar 2017 | $100.2M | $100.2M | $0 | 5 | 200 |
| Mar 2016 | $106M | $106M | $0 | 5 | 200 |
| Mar 2015 | $107.1M | $107.1M | $0 | 5 | 200 |
| Mar 2014 | $116.5M | $116.5M | $0 | 6 | 200 |
| Mar 2013 | $104.7M | $104.7M | $12.9K | 6 | 200 |
| Mar 2012 | $101.5M | $101.5M | $6.4K | 6 | 200 |
| May 2011 | $100.3M | $96.8M | $3.5M | 10 | -- |
| Mar 2011 | $100.3M | $96.8M | $3.5M | 10 | -- |
| Mar 2011 | $100.3M | $96.8M | $3.5M | 10 | -- |
| Jun 2009 | $77.4M | $77.4M | $0 | 10 | -- |
| Feb 2009 | $77.4M | $77.4M | $0 | 10 | -- |
| Mar 2008 | $104.4M | $91.7M | $12.7M | 10 | -- |
| Mar 2007 | $107.8M | $94.5M | $13.4M | 10 | -- |
| Mar 2006 | $118.5M | $103.9M | $14.6M | 10 | -- |
| Sep 2005 | $117.5M | $101.9M | $15.6M | 10 | -- |
| Mar 2002 | $130.9M | $113.3M | $17.5M | 10 | -- |
DateMar 2025
Total AUM$95.8M
Discretionary$95.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$12.9K
Employees6
Clients200
DateMar 2012
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$6.4K
Employees6
Clients200
DateMay 2011
Total AUM$100.3M
Discretionary$96.8M
Non-Disc.$3.5M
Employees10
Clients--
DateMar 2011
Total AUM$100.3M
Discretionary$96.8M
Non-Disc.$3.5M
Employees10
Clients--
DateMar 2011
Total AUM$100.3M
Discretionary$96.8M
Non-Disc.$3.5M
Employees10
Clients--
DateJun 2009
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$104.4M
Discretionary$91.7M
Non-Disc.$12.7M
Employees10
Clients--
DateMar 2007
Total AUM$107.8M
Discretionary$94.5M
Non-Disc.$13.4M
Employees10
Clients--
DateMar 2006
Total AUM$118.5M
Discretionary$103.9M
Non-Disc.$14.6M
Employees10
Clients--
DateSep 2005
Total AUM$117.5M
Discretionary$101.9M
Non-Disc.$15.6M
Employees10
Clients--
DateMar 2002
Total AUM$130.9M
Discretionary$113.3M
Non-Disc.$17.5M
Employees10
Clients--