About Garrett Nagle & Co., Inc.
<p>Investment management and portfolio construction are the core of this SEC-registered advisory firm, which also operates as a FINRA member broker-dealer. Founded in 1976, it is headquartered in Woburn in the Greater Boston area and works with high net worth individuals and institutions.</p> <p>The firm builds customized investment strategies with an emphasis on asset allocation and long-term objectives. Portfolios may include equity and fixed income management, aligned to each client’s risk tolerance and return goals. As of 2026, the firm reports $0.1B in assets under management.</p> <p>For retirement plan sponsors, Garrett Nagle & Co., Inc. offers 3(21) fiduciary support as a <a href="/plan-advisors">plan advisor</a>, providing investment advice while the sponsor or another party retains final decision-making authority. A key differentiator is its combination of advisory and broker-dealer capabilities under one firm, which can simplify implementation for clients who want both planning and execution in the same place.</p> <ul> <li>Founded: 1976</li> <li>Headquarters: Woburn (Greater Boston), Massachusetts</li> <li>Registration: SEC-registered investment advisor; FINRA member broker-dealer</li> <li>Retirement plan role: 3(21) fiduciary investment advice</li> <li>Reported AUM: $0.1B (2026)</li> </ul>
Website: https://www.garrettnagle.com
Founded: 1976
Office Locations
- Woburn, MA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $98.4M