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Building 2GKV CAPITAL MANAGEMENT CO INC

Map pinWALNUT CREEK, CA
Phone925-627-8680
NotebookSEC #801-11341
Total AUM
$357.2M
Employees
3
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1350 TREAT BLVD
SUITE 260
WALNUT CREEK
CA 94597
United States
Operating Hours
8:30A.M.TO 5:00P.M.
Monday - Friday
Phone
925-627-8680
Other Offices
1

ReceiptFinancials

Total AUM
$357.2M
Accounts
425
Discretionary
$357.2M
Accounts
425
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$9M
HNW Individual Clients
136
AUM
$346.7M
Pension/Profit Sharing Plan Clients
2
AUM
$976.3K
Charitable Organization Clients
1
AUM
$535.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVTX

HandshakeAffiliates

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

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