# Garrett Nagle & Co., Inc.
Source: https://planprovider.pro/provider/garrett-nagle-and-co-inc

> Investment management and portfolio construction are the core of this SEC-registered advisory firm, which also operates as a FINRA member broker-dealer. Foun…

Retirement Plan Advisor

Woburn, MA

## 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 &amp; 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](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

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