2001 Van Ness Ave
Suite 300 #36
San Francisco, California 94109
Tel: 415-887-1410
GARRISON POINT CAPITAL, LLC, formally registered with the SEC as GARRISON POINT CAPITAL, LLC. The firm was established in 10/01/2012. They have over 4 offices throughout the country.
GARRISON POINT CAPITAL, LLC is a San Francisco, California based Financial Planning firm with nearly $485,189,913 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165590 |
SEC# | 801-77191 |
Assets Managed by Firm | $485,189,913 |
No. of Clients | 36 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 36 | $485,189,913 |
High net worth individuals | 14 | $48,406,411 |
Charitable organizations | 1 | $18,467,123 |
Corporations or other businesses | 1 | $7,474,847 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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