Insights

Independent advisory Target wealth management and family office clients seeking unbiased, objective investment guidance with personalized service, leveraging Andrew Garrett, Inc.'s independent perspective as a differentiator.

Mid-market scale Position to win mid-sized institutional-like clients and high-net-worth individuals in the $50M–$100M revenue range, highlighting nimble, personalized service beyond larger advisory firms.

Tech-enabled service Leverage current tech stack (Google Cloud, Wix platform, eCommerce, analytics) to streamline onboarding, reporting, and client communication; offer digital advisory experiences and scalable client portals.

Cross-sell opportunities Identify opportunities to expand into complementary financial solutions, such as taxes, retirement planning, and estate considerations, using the firm’s strategic financial solutions approach.

Growth narrative Emphasize sustained growth potential and stability to attract talent partnerships and vendor relationships within the financial services ecosystem, aligning with larger staffing and tech platforms.

Similar companies to Andrew Garrett, Inc.

Andrew Garrett, Inc. Tech Stack

Andrew Garrett, Inc. uses 8 technology products and services including Wix, Module Federation, Wix eCommerce, and more. Explore Andrew Garrett, Inc.'s tech stack below.

Andrew Garrett, Inc.'s Email Address Formats

Andrew Garrett, Inc. uses at least 4 email formats:
Andrew Garrett, Inc. Email FormatsExamplePercentage
FLast@andrewgarrett.comJDoe@andrewgarrett.com
86%
Last@andrewgarrett.comDoe@andrewgarrett.com
11%
LFirst@andrewgarrett.comDJohn@andrewgarrett.com
1%
FirstLast@andrewgarrett.comJohnDoe@andrewgarrett.com
2%

Frequently Asked Questions

What is Andrew Garrett, Inc.'s phone number?

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You can contact Andrew Garrett, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Andrew Garrett, Inc.'s official website and social media links?

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Andrew Garrett, Inc.'s official website is andrewgarrett.com and has social profiles on LinkedIn.

How much revenue does Andrew Garrett, Inc. generate?

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As of August 2026, Andrew Garrett, Inc.'s annual revenue is estimated to be $50M - $100M.

What is Andrew Garrett, Inc.'s SIC code and NAICS code?

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Andrew Garrett, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Andrew Garrett, Inc. have currently?

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As of August 2026, Andrew Garrett, Inc. has approximately 41 employees across 3 continents, including North America, Europe and Oceania. Key team members include Founder And Chief Executive Officer: D. S., Founder: A. S. and Owner: A. G. Explore Andrew Garrett, Inc.'s employee directory with LeadIQ.

What industry does Andrew Garrett, Inc. belong to?

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Andrew Garrett, Inc. operates in the Financial Services industry.

What technology does Andrew Garrett, Inc. use?

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Andrew Garrett, Inc.'s tech stack includes Wix, Module Federation, Wix eCommerce, Amazon Simple Email Service, Google Cloud, Sentry, PHP and Google Tag Manager.

What is Andrew Garrett, Inc.'s email format?

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Andrew Garrett, Inc.'s email format typically follows the pattern of FLast@andrewgarrett.com. Find more Andrew Garrett, Inc. email formats with LeadIQ.

When was Andrew Garrett, Inc. founded?

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Andrew Garrett, Inc. was founded in 1992.
Andrew Garrett, Inc. logo

Andrew Garrett, Inc.

Financial ServicesNew York, United States11-50 Employees

Andrew Garrett, Inc. is a relatively small financial services firm based in New York City, New York. It provides investment guidance and strategic financial solutions to a wide range of investors, emphasizing an unbiased, independent perspective and personalized service. The firm prioritizes objectivity and a high standard of service in its client relationships.

Its approach is designed to help clients achieve their financial goals through independent analysis and tailored guidance. Within the financial services field, it positions itself as a careful, client-focused adviser.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Andrew Garrett, Inc.'s revenue is estimated to be in the range of $50M - $100M

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