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ANDREW GARRETT, INC.

NEW YORK, NY · CRD 29931 · IAPD ↗ · princetonfinancialpartners.com · 212-682-8833

$521.3MRegulatory AUM
10Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
34States
21Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — ANDREW GARRETT, INC. notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ANDREW GARRETT, INC. crossed $500M in regulatory AUM ($470.1M -> $663.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
February 2025 — ANDREW GARRETT, INC. notice-filed in NV, PR, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — ANDREW GARRETT, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.