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GKV CAPITAL MANAGEMENT CO INC
1350 Treat Blvd
Suite 260
Walnut Creek, California 94597
Tel: 925-627-8680
About GKV CAPITAL MANAGEMENT CO INC
GKV CAPITAL MANAGEMENT CO INC, formally registered with the SEC as GKV CAPITAL MANAGEMENT CO INC. The firm was established in 03/12/1976. They have over 2 offices throughout the country.
GKV CAPITAL MANAGEMENT CO INC is a Walnut Creek, California based Financial Planning firm with nearly $317,176,594 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108767 |
| SEC# | 801-11341 |
| Assets Managed by Firm | $317,176,594 |
| No. of Clients | 383 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $317,176,594 |
| Individuals (other than high net worth individuals) | 3 | $218,224 |
| High net worth individuals | 113 | $311,008,367 |
| Pension and profit sharing plans | 4 | $5,226,637 |
| Charitable organizations | 2 | $723,366 |
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