Garity Thomas Malcolm is a large advisory firm based in Hato Rey. It manages $100 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Puerto Rico.
Garity Thomas Malcolm 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 Garity Thomas Malcolm is $100 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Garity Thomas Malcolm 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.
The principal office where Garity Thomas Malcolm performs its advisory services is located at 1410 Banco Popular Center, Hato Rey, PR 00918, 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 787-754-5900 or by fax 787-754-6020. The normal business hours are 9am-5pm on Monday - Friday.