GENCAP PORTFOLIO MANAGEMENT
Tiburon, CA
AUM
$420.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 797-6003
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CA, TIBURON
2 advisers found
Tiburon, CA
AUM
$420.4M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(415) 797-6003
Tiburon, CA
AUM
$222.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-350-1355