Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > tiburon > GENCAP PORTFOLIO MANAGEMENT
GENCAP PORTFOLIO MANAGEMENT
1100 Mar West Street
Suite C
Tiburon, California 94920
Tel: (415) 797-6003
About GENCAP PORTFOLIO MANAGEMENT
GENCAP PORTFOLIO MANAGEMENT, formally registered with the SEC as GENCAP PORTFOLIO MANAGEMENT. The firm was established in 08/25/2015. They have over 1 offices throughout the country.
GENCAP PORTFOLIO MANAGEMENT is a Tiburon, California based Financial Planning firm with nearly $396,253,659 assets under management, offering retirement planning & investment advisory services to 546 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269910 |
| SEC# | 801-106577 |
| Assets Managed by Firm | $396,253,659 |
| No. of Clients | 546 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SUB-ADVISER FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (SUB ADVISER SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 546 | $396,253,659 |
| Individuals (other than high net worth individuals) | 55 | $92,541,080 |
| High net worth individuals | 131 | $273,532,100 |
| Pension and profit sharing plans | 3 | $3,952,538 |
| Charitable organizations | 2 | $1,178,020 |
| Other investment advisers | 1 | $25,049,921 |
More Retirement Planning firms in Tiburon, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Tiburon, California