Overview
Assets Under Management: $314 million
Headquarters: FAYETTEVILLE, AR
High-Net-Worth Clients: 59
Average Client Assets: $3.3 million
Frequently Asked Questions
GARRISON ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109706), GARRISON ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GARRISON ASSET MANAGEMENT, LLC is headquartered in FAYETTEVILLE, AR.
GARRISON ASSET MANAGEMENT, LLC serves 59 high-net-worth clients according to their SEC filing dated November 26, 2024. View client details ↓
According to their SEC Form ADV, GARRISON ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GARRISON ASSET MANAGEMENT, LLC manages $314 million in client assets according to their SEC filing dated November 26, 2024.
According to their SEC Form ADV, GARRISON ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.13%
Average Client Assets: $3.3 million
Total Client Accounts: 615
Discretionary Accounts: 565
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 109706
Filing ID: 1916098
Last Filing Date: 2024-11-26 10:01:00