Garrison Point Capital, LLC

Garrison Point Capital, LLC (CRD# 165590) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $487,556,992 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $8,864,673
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Garrison Point Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Nicholas P. Fahy
CRD#: 5661972
1277 Treat Blvd, Suite 950, Walnut Creek, CA 94597
93
Wealthminder
score

Nicholas Fahy (CRD# 5661972) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Walnut Creek, CA and has over 7 years of experience in the finance industry.

2
Brian H. Loo
CRD#: 2800055
1277 Treat Blvd, Suite 950, Walnut Creek, CA 94597
93
Wealthminder
score

Brian Loo (CRD# 2800055) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Walnut Creek, CA and has over 17 years of experience in the finance industry.

3
Tom S. Miner
CRD#: 2082586
1277 Treat Blvd, Suite 950, Walnut Creek, CA 94597
93
Wealthminder
score

Tom Miner (CRD# 2082586) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.

4
Garrett J. Smith
CRD#: 5213553
1277 Treat Blvd, Suite 950, Walnut Creek, CA 94597
93
Wealthminder
score

Garrett Smith (CRD# 5213553) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

5
Jonathan Q. Tran
CRD#: 5019901
1277 Treat Blvd, Suite 950, Walnut Creek, CA 94597
93
Wealthminder
score

Jonathan Tran (CRD# 5019901) is an Investment Advisor Representative working at Garrison Point Capital, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

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