| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Therese Meissner Control | Managing Member, Chief Compliance Officer & Chief Executive Officer | Under 5% | 2017 |
| Stacey Chin Liu Control | Chief Investment Officer | 10-25% | 2023 |
| The Julie and James Meissner Living Trust Control | Owner | Over 75% | 2020 |
Garrison Point Advisors, LLC reports $537 million in regulatory assets under management on its Form ADV.
Garrison Point Advisors, LLC reports 10 employees.
Garrison Point Advisors, LLC is based in Walnut Creek, CA and has been SEC-registered since 2018.
Garrison Point Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1600 S Main St., Suite 195, Walnut Creek, CA 94596 |
| Phone | 415-887-1416 |
| Fax | 415-887-1416 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1767107 |
| Discloses disciplinary history | No |
| Discretionary | $524M |
| Non-discretionary | $13M |
| Total (RAUM) | $537M |