Gencap Portfolio Management

Gencap Portfolio Management (CRD# 269910) is a financial advisory firm headquartered in Tiburon, CA. They manage $309,221,291 in 495 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $624,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Gencap Portfolio Management
Showing 1 - 8 of 8 top financial advisors.
1
Lyle E. Bonn
CRD#: 717880
1100 Mar West Street, Suite C, Tiburon, CA 94920

Lyle Bonn (CRD# 717880) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 43 years of experience in the finance industry.

2
Stephen A. Bradley
CRD#: 4902208
1100 Mar West Street, Suite C, Tiburon, CA 94920

Stephen Bradley (CRD# 4902208) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 17 years of experience in the finance industry.

3
Stephen A. Bradley
CRD#: 28342
1100 Mar West Street, Suite C, Tiburon, CA 94920

Stephen Bradley (CRD# 28342) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 38 years of experience in the finance industry.

4
Marc G. Edwards
CRD#: 75861
1100 Mar West Street, Suite C, Tiburon, CA 94920

Marc Edwards (CRD# 75861) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 33 years of experience in the finance industry.

5
William A. Paine
CRD#: 2218036
1100 Mar West Street, Suite C, Tiburon, CA 94920

William Paine (CRD# 2218036) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 15 years of experience in the finance industry.

6
Jennifer M. Schmitz
CRD#: 3075539
1100 Mar West Street, Suite C, Tiburon, CA 94920

Jennifer Schmitz (CRD# 3075539) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 26 years of experience in the finance industry.

7
Michael R. Vogel
CRD#: 1444904
1100 Mar West Street, Suite C, Tiburon, CA 94920

Michael Vogel (CRD# 1444904) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry.

8
Andrew P. Williams
CRD#: 1050171
1100 Mar West Street, Suite C, Tiburon, CA 94920

Andrew Williams (CRD# 1050171) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry.

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