|
⚲
|
| Keyboard |
| Garrison Bradford & Associates Inc
✚
|
|
|---|---|
| CRD # | 105603 |
| SEC # | 801-10937 |
| CIK # | 0001056488 |
| AUM | 138.3 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-557-7440 |
| Address | 445 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001056488 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 10.1 | ||
| Quanta Services Inc | 8.7 | ||
| Blackstone Group LP | 7.1 | ||
| UnitedHealth Group Inc | 6.0 | ||
| Old Dominion Freight Line Inc/VA | 5.0 | ||
| Microsoft Corp | 4.9 | ||
| Cheniere Energy Inc | 4.4 | ||
| Amazon Com Inc | 4.1 | ||
| Thermo Fisher Scientific Inc | 3.7 | ||
| TJX Companies Inc /DE/ | 3.6 | ||
| Alphabet Inc | 3.3 | ||
| Health Care REIT Inc /DE/ | 2.6 | ||
| Schwab Charles Corp | 2.6 | ||
| Lowes Companies Inc | 2.5 | ||
| ETFS Gold Trust | 2.4 | ||
| Nvidia Corp | 2.0 | ||
| Woodward Governor Co | 1.6 | ||
| Tyler Technologies Inc | 1.5 | ||
| Carlyle Group LP | 1.1 | ||
| Crown Castle International Corp | 0.9 | ||
| Norfolk Southern Corp | 0.7 | ||
| Aon Corp | 0.6 | ||
| Teleflex Inc | 0.5 | ||
| Enterprise Products Partners L P | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 5.4 |
| (b) Individuals (high net worth individuals) | 53 | 128.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 138.3 |
| By Discretionary | ||
| Discretionary | 96 | 138.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 138.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.3 | |
| Total | 96 | 138.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001056488] | |
| SC 13G | [0001056488] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Garrison Bradford & Associates Inc | Garrison Bradford & Associates Inc | [2014-02-04] |
| Garrison Bradford & Associates Inc | American Strategic Income Portfolio Inc | [2012-02-06] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 138.6 M |
|
Stone Loft Wealth Management LLC
✚
|
138.6 M | |
|
Comprehensive Planning Associates Inc
✚
|
NH | 138.4 M |
|
Blueprint Wealth Management Advisors LLC
✚
|
138.4 M | |
|
FSAM LLC
✚
|
GA | 138.4 M |
|
Stratton Capital Investment Advisory LLC
✚
|
NY | 138.3 M |
|
Wildes Financial Strategies Inc
✚
|
SC | 138.3 M |
|
Maya Advisors Inc
✚
|
CA | 138.2 M |
|
Mark Bell Advisory Services Inc
✚
|
IL | 138.2 M |
|
Burr Financial Services LLC
✚
|
138.1 M |