Garrett
Bunch

Alsworth Capital Management, LLC

CRD#7038755
Investment Advisor
in Corning, NY

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About this Advisor

Garrett Bunch is a financial advisor based in Corning, New York, working with Alsworth Capital Management, LLC. Garrett has previously held positions at Raymond James Financial Services, Inc, Suny Geneseo, Corning-Painted Post School District, Corning Ymca, Corning Country Club, Cambridge Investment Research Advisors, Inc, Core Wealth Management, Inc, Alsworth Capital Management, LLC, and Legacy Financial Planning LLC. Garrett has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Garrett is part of Alsworth Capital Management, LLC, which operates out of Corning, New York. The firm has 1 office and 6 employees. The firm manages assets totaling $84.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Alsworth Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4 West Market Street
Corning, NY 14830

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Alsworth Capital Management, LLC Brokerage Details

Total Assets Under Management

$84,131,507

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

169

NY Average: 3,892
Average Account Size

$497,820

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Garrett Bunch Work History

2023 - Present (2 years)

Alsworth Capital Management, LLC

2020 - 2022 (2 years)

Cambridge Investment Research Advisors, Inc

2020 - 2022 (2 years)

Core Wealth Management, Inc

2019 - 2020 (1 year)

Raymond James Financial Services, Inc

2019 - 2020 (1 year)

Legacy Financial Planning LLC

2016 - 2019 (3 years)

Suny Geneseo

2014 - 2019 (5 years)

Corning Ymca

2014 - 2018 (4 years)

Corning Country Club

2009 - 2016 (7 years)

Corning-Painted Post School District

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Disclosures

Please visit the SEC profile of Garrett Bunch 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 Alsworth Capital Management, LLC

Garrett Bunch
Corning, NY
Shane Alsworth
Corning, NY

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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