Brian Loo, financial advisor Los Angeles CA

Brian Loo

CRD Number: 2800055
Current Firm: Garrison Point Capital, LLC

Brian Loo (CRD# 2800055) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Garrison Point Holdings, LP Walnut Creek, CA Jul 2018 - Current 5
Garrison Point Capital, LLC Walnut Creek, CA Apr 2013 - Current 10
Garrison Point Funds, LLC Walnut Creek, CA Apr 2013 - Dec 2021 8
Sf Sentry Securities, Inc. San Francisco, CA Apr 2013 - Nov 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Brian H. Loo
Phone Number: 415-887-1410
Firm Website: https://www.garpc.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    854
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $22,472,026
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, ID, TX

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