GARRISON POINT CAPITAL, LLC

2033 N Main Street
Suite 1050
Walnut Creek, California 94596
Tel: 415-887-1410

About GARRISON POINT CAPITAL, LLC

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 2 offices throughout the country.

GARRISON POINT CAPITAL, LLC is a Walnut Creek, California based Financial Planning firm with nearly $853,936,991 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165590
SEC#	801-77191
Assets Managed by Firm	$853,936,991
No. of Clients	38
No. of Advisors	7

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	38	$853,936,991
High net worth individuals	35	$57,265,344
Charitable organizations	2	$20,148,286

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