Investment adviser · CRD 109706
GARRISON ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
FAYETTEVILLE, AR, United States · Form ADV filed Nov 26, 2024
- Regulatory AUM
- $314M Form ADV · Item 5.F
- Client accounts
- 615 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 59 | $195,233,957 | 62.1% |
| Individuals | 218 | $79,018,387 | 25.1% |
| Charities | 15 | $20,940,597 | 6.7% |
| Government entities | Fewer than 5 | $11,743,549 | 3.7% |
| Corporations & businesses | Fewer than 5 | $6,358,648 | 2.0% |
| Retirement plans | Fewer than 5 | $948,868 | 0.3% |
Filing source
Form ADV 1916098 · Nov 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 26, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
605 W. DICKSON, SUITE 201FAYETTEVILLE, AR, 72701, United States
CRD 109706
Filing source
Form ADV 1916098 · Nov 26, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.