Garrison Point Advisors LLC

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Assets, Funds, Holdings

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Garrison Point Advisors LLC
CRD #292016
SEC #801-112623
CIK #0001767107
AUM $184.8 MM (2024-08-13)
Employees 5 (60% Investors, 0% Brokers)
Phone415-887-1416
Address1600 S Main St
Walnut Creek, CA 94596
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
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 ($MM)
16012896643202019202120232025
AUM Breakdown Accounts AUM ($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
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