Daniel G. Gensler is a large advisory firm based in Coronado. It manages $278.99 million of regulatory assets for 744 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas.
Daniel G. Gensler provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daniel G. Gensler is $278.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and $1 of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Daniel G. Gensler for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Daniel G. Gensler is high net worth individuals with 108 clients and $181.35 million of assets under management. Among the 13 most similar advisory firms, Daniel G. Gensler has the 7th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $278.99 million for 366 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Daniel G. Gensler doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Daniel G. Gensler performs its advisory services is located at 120 C Avenue, Suite 170, Coronado, CA 92118 The mailing address of the firm is 120 C Ave.,, Coronado, CA 92118. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-554-1300 or by fax 619-554-1399. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at genslergroup.com.