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Building 2THE GENSLER GROUP

Map pinCORONADO, CA
Phone619-554-1300
NotebookSEC #801-100472
Total AUM
$367.5M
Employees
7
Clients
347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 C AVENUE, SUITE 170
CORONADO
CA 92118
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
619-554-1300

ReceiptFinancials

Total AUM
$367.5M
Accounts
780
Discretionary
$367.5M
Accounts
780
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$74.1M
HNW Individual Clients
134
AUM
$293.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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