Garrett Nagle & Co., Inc.
● SEC registered since 1976CRD 7071SEC# 801-11370Woburn, MA
Reg. AUM
$98.4M
Employees
4
Accounts
144
Location
Woburn, MA
Garrett Nagle & Co., Inc. assets under management
Garrett Nagle & Co., Inc. is a registered investment adviser overseen by the SEC based in Woburn, MA. The firm has been registered since 1976. It reports $98.4 million in regulatory assets under management and employs 4 people.
Garrett Nagle & Co., Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett James Jr Nagle Control | President, Treasurer, Director | Over 75% | 1976 |
| Garrett Thomas Nagle | Chief Compliance Officer | Under 5% | 2003 |
Frequently asked questions
How much does Garrett Nagle & Co., Inc. manage?
Garrett Nagle & Co., Inc. reports $98.4 million in regulatory assets under management on its Form ADV.
How many employees does Garrett Nagle & Co., Inc. have?
Garrett Nagle & Co., Inc. reports 4 employees.
Where is Garrett Nagle & Co., Inc. located?
Garrett Nagle & Co., Inc. is based in Woburn, MA and has been SEC-registered since 1976.
Does Garrett Nagle & Co., Inc. disclose fund performance?
Garrett Nagle & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Unicorn Park Drive, Woburn, MA 01801-3363 |
| Phone | 617-737-9090 |
| Fax | 781-939-0411 |
| Office hours | 9:00 A.M - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 40055 |
| Discloses disciplinary history | No |
Regulatory AUM
$98.4M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$98.4Mregulatory AUM
Discretionary $98.4M