Garrison Institutional Asset Management (Pittsburgh)

Name: Garrison Institutional Asset Management
Address: Two Gateway Center, Suite 2050, Pittsburgh, PA, 15222
Telephone: 412-209-9100

Garrison Institutional Asset Management is a large advisory firm based in Pittsburgh. It manages $168 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Jersey, Pennsylvania, and West Virginia.

Garrison Institutional Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Garrison Institutional Asset Management: assets under management

The assets under management (AUM) of Garrison Institutional Asset Management is $168 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $168 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Garrison Institutional Asset Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Garrison Institutional Asset Management

John Kendall Thornburgh has been acting as President since 1 Jun 2002. Thomas Aquinas Dattilo joined the executive team most recently as the Chairman & Cio.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Anthony Gomulka	Shareholder	1 May 1984	25% - 50%	725742
Charles Robert Zappala	Shareholder	1 May 1984	25% - 50%	500006
Charles Andrew Russell	Shareholder	1 May 1984	Other	502549
Donald Evans Rea	Shareholder	1 May 1984	Other	500005
John Kendall Thornburgh	President	1 Jun 2002	Other	4632896
Thomas Aquinas Dattilo	Chairman & cio	1 Jan 2003	25% - 50%	1025949

Based in Pittsburgh

The principal office where Garrison Institutional Asset Management performs its advisory services is located at Two Gateway Center, Suite 2050, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-209-9100 or by fax 412-209-2671. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at garrisoninvest.com.