Garson Investments Inc (Phoenix)

Garson Investments Inc is a large advisory firm based in Phoenix. It manages $49.42 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.

Garson Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Garson Investments: assets under management

The assets under management (AUM) of Garson Investments Inc is $49.42 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49.41 million in discretionary accounts and $15.35 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $377.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.12 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Garson Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Garson Investments Inc

David Jeffery Marques Matuszak has been acting as President since 1 May 2000. Robert Stephen Garson joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Jeffery Marques Matuszak	President	1 May 2000	25% - 50%	1823057
Robert Stephen Garson	Chairman	1 May 2000	75% - 100%	804286

Based in Phoenix

The principal office where Garson Investments Inc performs its advisory services is located at 2525 E Arizona Biltmore Circle, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.