GL
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
11 advisors
Number of Clients
131 clients
Average Client Portfolio
$564.9M average
Assets Under Management
$74.0B
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Advisor Information
Office location
1155 Canyon Blvd, Suite 210, Boulder, CO, 80302
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Garrett is a co-owner of Supp Shaker, LLC, a proprietary water bottle company, spending minimal time seeking licensing opportunities. He also works as a teaching assistant at the University of Colorado Boulder, grading assignments and exams for quantitative finance, dedicating minimal time to this role.
Employment History
Current Registrations
Profunds Distributors, INC.Broker
September 2025 - Present · 4 mos
Proshare Advisors LLC
September 2025 - Present · 4 mos
Profunds Distributors, INC.
September 2025 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
June 2024 - July 2025 · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLC Broker
December 2023 - July 2025 · 1 yr 7 mos
State Registrations2 states
MDNY
AdvisorBroker
Exams
No exam information available for this advisor.