Garrison Point Advisors, LLC
● SEC registered since 2018CRD 292016SEC# 801-112623Walnut Creek, CA
Reg. AUM
$597.1M
Employees
10
Accounts
761
Location
Walnut Creek, CA
Garrison Point Advisors, LLC assets under management
Garrison Point Advisors, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2018. It reports $597.1 million in regulatory assets under management and employs 10 people.
Garrison Point Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Therese Meissner Control | Managing Member, Chief Compliance Officer & Chief Executive Officer | Under 5% | 2017 |
| Stacey Chin Liu Control | Chief Investment Officer | 10-25% | 2023 |
| The Julie and James Meissner Living Trust Control | Owner | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Garrison Point Advisors, LLC manage?
Garrison Point Advisors, LLC reports $597.1 million in regulatory assets under management on its Form ADV.
How many employees does Garrison Point Advisors, LLC have?
Garrison Point Advisors, LLC reports 10 employees.
Where is Garrison Point Advisors, LLC located?
Garrison Point Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2018.
Does Garrison Point Advisors, LLC disclose fund performance?
Garrison Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 S Main St., Suite 195, Walnut Creek, CA 94596 |
| Phone | 415-887-1416 |
| Fax | 415-887-1416 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1767107 |
| Discloses disciplinary history | No |
Regulatory AUM
$597.1M▲ 223%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$597.1Mregulatory AUM
Discretionary $581.1MNon-discretionary $16M