⚲
|
Garrison Point Advisors LLC
✚
| |
---|---|
CRD # | 292016 |
SEC # | 801-112623 |
CIK # | 0001767107 |
AUM | $184.8 MM (2024-08-13) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 415-887-1416 |
Address | 1600 S Main St Walnut Creek, CA 94596 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
NVDA | 399,550.0 | 8.5 | |
MSFT | 1,918,222.4 | 7.2 | |
AAPL | 2,382,844.0 | 6.5 | |
AMZN | 1,092,997.8 | 3.9 | |
GOOGL | 1,475,138.5 | 3.8 | |
COST | 207,576.9 | 3.6 | |
HD | 277,648.0 | 2.9 | |
V | 419,260.5 | 2.8 | |
DHR | 183,136.1 | 2.8 | |
META | 434,852.0 | 2.5 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 96 | 38.0 |
(b) Individuals (high net worth individuals) | 43 | 142.3 |
(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 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(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 | 1 | 4.5 |
(n) Other | 0 | 0.0 |
Total | 339 | 184.8 |
By Discretionary | ||
Discretionary | 296 | 173.2 |
Non-Discretionary | 43 | 11.6 |
Total | 339 | 184.8 |
By Non-United States Persons | ||
Non-United States Persons | 14.0 | |
United States Persons | 170.8 | |
Total | 339 | 184.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001767107] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
Nuclo Wealth LLC
✚
|
TX | 0.2 |
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
Crown Oak Advisors LLC
✚
|
CA | 0.2 |
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
Forest Asset Management LLC
✚
|
IL | 0.2 |
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |