Overview
Assets Under Management: $185 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 124
Average Client Assets: $4 million
Frequently Asked Questions
GARRISON POINT ADVISORS, 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 #292016), GARRISON POINT ADVISORS, LLC is subject to fiduciary duty under federal law.
GARRISON POINT ADVISORS, LLC is headquartered in WALNUT CREEK, CA.
GARRISON POINT ADVISORS, LLC serves 124 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, GARRISON POINT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GARRISON POINT ADVISORS, LLC manages $185 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, GARRISON POINT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 339
Discretionary Accounts: 296
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 292016
Last Filing Date: 2025-02-27 00:00:00
Website: https://treehousewealth.com