Overview
Assets Under Management: $317 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 113
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 383
Discretionary Accounts: 383
Regulatory Filings
CRD Number: 108767
Last Filing Date: 2025-02-26 00:00:00
Website: https://gkvcapital.com