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 that has been operating since 1975. The firm is owned by an individual and concentrates on serving individual and family clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Compensation is based on a percentage of assets under management, and the firm also operates as an insurance broker — a capability that it integrates into client planning and product solutions. Garrison Bradford is not structured as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Paul 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 7Active vs passive
$8.2M in ETFs
65%
$5.4M
35%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $3.4M | 67,425 | 41.27% |
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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