Andresen Peter Garth is a large advisory firm based in Salinas. It manages $21.53 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2001.
Andresen Peter Garth provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Andresen Peter Garth is $21.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Andresen Peter Garth for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Andresen Peter Garth performs its advisory services is located at 158 West Gabilan, Salinas, CA 93901 The mailing address of the firm is Po Box 1434, Salinas, CA 93902 1434. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 831-758-1575 or by fax 831-758-1576. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.andresenassoc.com.