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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-1975
- Office Locations
- 1
Office Locations
About Garrison Bradford & Associates INC
Garrison Bradford & Associates is a New York City, SEC-registered RIA founded in 1974 serving individuals and institutions. Principal-owned and focused solely on portfolio management, the firm builds custom portfolios targeting income and long-term growth with an emphasis on risk control, using ETFs and fixed income where appropriate. Custody includes Schwab and Morgan Stanley.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 31, 2026, reported AUM increased 3.2%, from $134.0M to $138.3M.
Across 5 reported observations, AUM increased 0.3% between March 21, 2022 and March 31, 2026, from $137.9M to $138.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 92 clients, or 30.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 51 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM BRADFORD III
Chief Compliance Officer, President, Vice President
- CRD
- #4337039
- Ownership
- 75% or more
SHERLI SF LOOI
EXECUTIVE VICE PRESIDENT, Secretary, Vice President
- CRD
- #6464703
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,342,991 | $1,441,073 |
| Non-Discretionary | $0 | -- |
| Total | $138,342,991 | $1,441,073 |
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Separately Managed Accounts
SMA allocation detail is available
Garrison Bradford & Associates INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Garrison Bradford & Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.