Garrison Point Advisors, LLC is a related adviser based in Walnut Creek. It manages $119.71 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Hawaii, Louisiana, and 4 other states.
Garrison Point Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and advisory consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Garrison Point Advisors, LLC is $119.71 million. The firm's AUM has gone down by -14% since the beginning of its operation, and $8.34 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Garrison Point Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Garrison Point Advisors is high net worth individuals with 33 clients and $89.85 million of assets under management. Among the 9 most similar advisory firms, Garrison Point Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $119.71 million for 119 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Garrison Point Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Garrison Point Advisors, LLC performs its advisory services is located at 2033 N Main Street, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-887-1408 or by fax 415-887-1420. 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 garpc.com/.