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Thomas Merrill Garr

MASTHOLM ASSET MANAGEMENT LLC·SEATTLE, Washington
Clean recordMASTHOLM ASSET MANAGEMENT LLC
601 UNION STREET, SEATTLE, WA 98101CRD# 1035777Firm CRD# 110587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Merrill Garr · SEATTLE, WA
Registration
CRD #1035777 · MASTHOLM ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Merrill Garr is a registered financial advisor based in SEATTLE, Washington, affiliated with MASTHOLM ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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Firm Overview

Firm
MASTHOLM ASSET MANAGEMENT LLC
MASTHOLM ASSET MANAGEMENT LLC
AUM
$960M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at MASTHOLM ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1035777
Firm CRD# 110587
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Merrill Garr offer?
Thomas Merrill Garr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Thomas Merrill Garr's credentials?
Thomas Merrill Garr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Merrill Garr located?
Thomas Merrill Garr is based in SEATTLE, Washington, working with MASTHOLM ASSET MANAGEMENT LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Thomas Merrill Garr charge for services?
Thomas Merrill Garr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASTHOLM ASSET MANAGEMENT LLC?
MASTHOLM ASSET MANAGEMENT LLC has approximately 11 employees and manages $960M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASTHOLM ASSET MANAGEMENT LLC

Andrew James Elofson
SEATTLE, WA
Theodore John Tyson
SEATTLE, WA
Robert Lynn Gernstetter
SEATTLE, WA
Stephen Paul Arnold
SEATTLE, WA

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Research
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