Garrison Bradford & Associates Inc

RIASEC Registered

Total AUM

$138M

Discretionary

$138M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105603
Registered since: August 29, 1975
Website: www.garrisonbradfordinvestments.com
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

FINTRX

Overview

Garrison Bradford & Associates Inc is an independent registered investment adviser that has been SEC-registered since 1975. The firm is structured as a corporation under individual ownership and serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Alongside investment advisory work, the firm acts as an insurance broker, and that insurance capability appears integrated into its client solutions. The firm does not list an active ESG investing focus and is not positioned as a multi-state or pension consultant adviser. It does not identify itself as a capital allocator; rather, it sources third-party managers for non-core exposures when needed.