Kurt
Folcher
Andrew Garrett Inc
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About this Advisor
Kurt Folcher is a financial advisor operating out of Newtown, Pennsylvania who has 16 years of relevant experience. Folcher currently works for Andrew Garrett Inc. They have spent their whole employment at Andrew Garrett Inc. Folcher holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, California, Colorado, Florida, Michigan, New Jersey, New York, Pennsylvania, South Carolina, Virginia and Washington. Andrew Garrett Inc is a financial advisory business that has its headquarters in New York, NY. The company has offices in nine locations and a total of 15 advisors. It administers $324 million in assets under management across its 1,005 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,005 client accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on the type of services. However, fees billed by Andrew Garrett Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andrew Garrett Inc Brokerage Details
$323,989,042
15
1,005
$322,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kurt Folcher Work History
Kurt has been registered as a financial advisor for 16 years.*
Andrew Garrett, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kurt Folcher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Andrew Garrett, Inc
New York, NY
Palo Alto, CA
New York, NY
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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