Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only
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Location

2005 Market Street, Philadelphia, PA, 19103-7098

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History

Regulatory 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.

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Other Business Activities

Garrett was the owner of Goggin Moving, El Fuego, and Oakmant National Pub, but these activities were terminated in April 2015. Currently, Garrett's brother runs Oakmant National Pub, and Garrett spends minimal time on it.

Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.
November 2011 - Present · 14 yrs 3 mos
Delaware Distributors, L.P.Broker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Delaware Capital Management Advisers, INC
January 2012 - April 2020 · 8 yrs 3 mos
State Registrations5 states
CAHINVORPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.