Kelly
Allman

Garrett Capital Investment Management

CRD#4202151
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

Kelly Allman is an investment advisor based in Pleasant Grove, Utah. Currently an advisor with Garrett Capital Investment Management, Allman has 16 years of experience as an investment advisor. Allman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Allman is registered to work with clients in California, Idaho and Utah. Over the course of their career, Allman has held roles at Garrett Capital Investment Management, Investools, Premier Mentorig and Investools From Td Ameritrade. Garrett Capital Investment Management is based out of Pleasant Grove, Utah, and operates out of two other offices in the United States. As a firm, Garrett Capital Investment Management oversees $11 million in assets covering 66 accounts and employs three staff members. The firm's total assets under management places it among the smaller investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Garrett Capital Investment Management offers portfolio management for individuals and small businesses, portfolio management for institutional clients and market timing services. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Market timing services

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

Pleasant Grove, UT

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Garrett Capital Investment Management Brokerage Details

Total Assets Under Management

$10,876,751

UT Average: $693,624,108
Total Number of Employees

3

UT Average: 12
Total Number of Accounts

66

UT Average: 1,115
Average Account Size

$164,799

UT Average: $622,084

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Market timing services

Kelly Allman Work History

Kelly has 16 years of experience.

2016 - Present (4 years)

Garrett Capital Investment Management

2014 - 2016 (2 years)

Investools From Td Ameritrade

2013 - 2014 (1 year)

Premier Mentorig

2004 - 2013 (9 years)

Investools

Disclosures

Kelly Allman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Garrett Capital Investment Management

Kelly Allman
Pleasant Grove, UT
David Garrett
Logan, UT

This content was compiled from the SEC and FINRA.

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