GARRISON BRADFORD & ASSOCIATES INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 105603
- Registered since
- August 29, 1975
- Custodians
- MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., BEECH HILL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.13%
- Individuals3.9%
- Charitable Organizations1.74%
- Pension & Profit Sharing Plans1.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Garrison Bradford & Associates Inc is an independent registered investment adviser organized as a corporation and SEC-registered since 1975. The firm is individually owned and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management, and the firm also operates as an insurance broker, which informs some of its product mix. The adviser does not portray itself as an ESG-focused manager, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- US Government Bonds21%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds2%
Contacts
3 of 3PAUL AYALA
Investment Adviser RepresentativeCRD 6423239
SHERLI LOOI
Senior Vice PresidentCRD 6464703
WILLIAM BRADFORD
Executive Vice President, Senior Portfolio ManagerCRD 4337039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$9.2M in ETFs
76%
$7M
24%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $2.4M | 53,840 | 26.17% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 445 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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