This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท UBS
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 08-15-2005
- Office Locations
- 1
Office Locations
About Garrison Phillips, LLC
Garrison Phillips, LLC is a single-advisor Rye Brook, NY investment advisory firm serving retail clients, including entrepreneurs. It provides asset management and financial planning with portfolio construction, retirement plan, and insurance guidance. Portfolios use mutual funds and ETFs and emphasize fixed income exposure such as investment-grade corporates and municipal bonds alongside public funds. Client assets are commonly custodied at Fidelity/NFS (also UBS).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES GARRISON BOTTI
Chief Executive Officer, Managing Director, President, Principal
- CRD
- #2239700
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,008,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,008,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $7,008,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $979,591,501 | 23.9% |
| Corporate - Investment Grade | $983,690,210 | 24.0% |
| Equity - Exchange | $893,518,607 | 21.8% |
| Municipal Bonds | $319,699,318 | 7.8% |
| Cash | $250,021,262 | 6.1% |
| U.S. Government/Agency | $672,188,310 | 16.4% |
| Total | $4,098,709,208 | 100.0% |