linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Heng-hok Loo

Garrison Point Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Heng-hok Loo

Brian Heng-hok Loo is a registered investment advisor representative with Garrison Point Capital, LLC. Brian has been in the industry since 2000 and has worked for a number of firms, including SF Sentry Securities, Inc. and PFPC Distributors, Inc. Brian is licensed to provide investment advice in California and Texas. Brian holds the Series 7, 63, and 66 securities licenses. Brian also holds the SIE exam. Brian works primarily with high-net-worth individuals, investment companies, and corporations. Brian's firm specializes in portfolio management, selection of other advisers, and portfolio management for businesses.

Firm Information

Brian Loo is currently registered with Garrison Point Capital, LLC. Garrison Point Capital, LLC is a San Francisco, CA-based investment advisor registered with the SEC. The firm primarily provides portfolio management services to investment companies, high net worth individuals, corporations, and charitable organizations. They have approximately $485 million in regulatory assets under management.
Garrison Point Capital, LLC

2001 VAN NESS AVE

SAN FRANCISCO, CA 94109

$485.19M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Loo’s Registration & Firm History

CA

11/14/2022 - Present

Garrison Point Capital, LLC (SAN FRANCISCO CA)

CA

05/15/2013 - 12/01/2017

S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)

ME

10/06/2000 - 04/23/2002

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

CA

01/13/2000 - 08/11/2000

METROPOLITAN WEST SECURITIES, INC. (LOS ANGELES CA)

CA

06/20/1997 - 01/12/1998

METROPOLITAN WEST SECURITIES, INC. (LOS ANGELES CA)

Not sure if Brian Heng-hok Loo is right for you?

Licenses & Designations

BOTH

Issued 05/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Heng-hok Loo.
Not sure if Brian Heng-hok Loo is right for you?