GARRISON POINT ADVISORS, LLC

HTTP://GARPC.COM/ WALNUT CREEK, CA Investment Advisor How do I update this listing?

Garrison Point Advisors is based out of Walnut Creek. Garrison Point Advisors is a registered investment advisory firm with 119 clients and discretionary assets under management (AUM) of $115,314,161 (Form ADV from 2019-02-02). Their last reported 13F filing for Q4 2018 included $81,021,000 in managed 13F securities and a top 10 holdings concentration of 21.97%. Garrison Point Advisors's largest holding is Microsoft Corp. with shares held of 22,298. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GARRISON POINT ADVISORS, LLC
2033 N MAIN STREET SUITE 1050
WALNUT CREEK CA    94596
Country: United States

Business Phone: 415-887-1408
Fax: 415-887-1420
Professional Investment Advisor Data
SEC Registration as : Related Advisor
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 119
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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