Top financial advisors in Tiburon, CA
We’ve curated a list of the best financial advisors in Tiburon, take a look at it below
Find an advisor in Tiburon| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $223,943,349 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Tiburon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tiburon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Gencap Portfolio Management
Gencap Portfolio Management is a financial advisory firm based in Tiburon, California. It currently has approximately $223,943,349 of assets under management and employs about 8 people. Gencap Portfolio Management uses a fee structure of a percentage of assets under your management, hourly charges and sub-adviser fees.
Assets under management
$223,943,349
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SUB-ADVISER FEES
SEC number
801-106577
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Sub Adviser Services
Your first meeting is free.