Overview
Assets Under Management: $281 million
Headquarters: CORONADO, CA
High-Net-Worth Clients: 92
Average Client Assets: $2.0 million
Frequently Asked Questions
THE GENSLER GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110543), THE GENSLER GROUP is subject to fiduciary duty under federal law.
THE GENSLER GROUP is headquartered in CORONADO, CA.
THE GENSLER GROUP serves 92 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, THE GENSLER GROUP offers financial planning and portfolio management for individuals. View all service details ↓
THE GENSLER GROUP manages $281 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, THE GENSLER GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.04%
Average Client Assets: $2.0 million
Total Client Accounts: 704
Discretionary Accounts: 704
Regulatory Filings
CRD Number: 110543
Filing ID: 1196040
Last Filing Date: 2018-03-29 17:42:00