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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 602-954-7595 or by fax 602-957-7013. The normal business hours are 8 am - 5 pm on Monday - Friday.