Garland Bruce Douglas is a large advisory firm based in Moraga. It manages $153.14 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, Texas, and Washington.
Garland Bruce Douglas provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Garland Bruce Douglas is $153.14 million. The firm's AUM has grown by 62% 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 Garland Bruce Douglas for their services and products based on a percentage of assets under management 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.
Ward Paul Lindenmayer has been acting as President since 1 Apr 2004. Bruce Douglas Garland joined the executive team most recently as the Owner And President.
The principal office where Garland Bruce Douglas performs its advisory services is located at 1600 School Street, Suite 105, Moraga, CA 94556, 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 925-376-1815 or by fax 925-376-8745. The normal business hours are 9:00am - 5:00pm on Monday - Friday.