GARRETT NAGLE & CO., INC.

300 Unicorn Park Drive
Woburn, Massachusetts 01801-3363
Tel: 617-737-9090

About GARRETT NAGLE & CO., INC.

GARRETT NAGLE & CO, INC, formally registered with the SEC as GARRETT NAGLE & CO, INC. The firm was established in 02/25/1976. They have over 1 offices throughout the country.

GARRETT NAGLE & CO., INC. is a Woburn, Massachusetts based Financial Planning firm with nearly $88,199,096 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	7071
SEC#	801-11370
Assets Managed by Firm	$88,199,096
No. of Clients	150
No. of Advisors	4

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	150	$88,199,096
Individuals (other than high net worth individuals)	42	$5,448,412
High net worth individuals	48	$77,092,913
Pension and profit sharing plans	2	$696,538
Corporations or other businesses	2	$4,961,233

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