Garrett
Smith

Garrison Point Capital, LLC

CRD#5213553
Investment Advisor
in Eagle, ID

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About this Advisor

Garrett Smith is a financial advisor based in Eagle, Idaho, working with Garrison Point Capital, LLC. Garrett has previously held positions at Sf Sentry Securities, Inc, Garrison Point Capital, LLC, Garrison Point Funds, LLC, Garrison Point Advisors, LLC, Garrison Point Holdings, Lp, and San Francisco Sentry Investment Group, LLC. Garrett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Idaho, and Texas. Currently, Garrett is part of Garrison Point Capital, LLC, which operates out of Eagle, Idaho. The firm has 3 offices and 5 employees. The firm manages assets totaling $485.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Garrison Point Capital, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Eagle, ID

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Garrison Point Capital, LLC Brokerage Details

Total Assets Under Management

$485,189,913

ID Average: $7,578,581,321
Total Number of Employees

5

ID Average: 43
Total Number of Accounts

36

ID Average: 3,727
Average Account Size

$13,477,498

ID Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Garrett Smith Work History

2018 - Present (6 years)

Garrison Point Holdings, Lp

2012 - Present (12 years)

Garrison Point Capital, LLC

2017 - 2020 (3 years)

Garrison Point Advisors, LLC

2013 - 2021 (8 years)

Garrison Point Funds, LLC

2012 - 2017 (5 years)

Sf Sentry Securities, Inc

2012 - 2017 (5 years)

San Francisco Sentry Investment Group, LLC

Disclosures

Please visit the SEC profile of Garrett Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Garrison Point Capital, LLC

Brian Loo
Los Angeles, CA
Jonathan Tran
San Francisco, CA
Garrett Smith
Eagle, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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