Overview
Assets Under Management: $396 million
Headquarters: TIBURON, CA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 546
Discretionary Accounts: 495
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 269910
Last Filing Date: 2025-02-20 00:00:00
Website: https://gencappm.com