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Building 2GERVAIS CAPITAL MANAGEMENT, LLC

Map pinWILSON, WY
Phone(914) 433-5223
NotebookSEC #801-130485
Total AUM
$155.9M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3485 NORTH PINES WAY
SUITE 105
WILSON
WY 83014
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(914) 433-5223

ReceiptFinancials

Total AUM
$155.9M
Accounts
181
Discretionary
$143.2M
Accounts
153
Non-Discretionary
$12.7M
Accounts
28

ContactClients

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Individual Clients
13
AUM
$5.7M
HNW Individual Clients
29
AUM
$139.4M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$2.7M
Other Clients
2
AUM
$5.1M
Description of Other Clients
ADVISOR AUM

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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

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