Gary Klopfenstein (CRD# 1276826) is an Investment Advisor Representative working at Dipsea Capital, LLC in Mill Valley, CA and has over 32 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dipsea Capital, LLC | Greenbrae, CA | Aug 2020 - Current | 3 |
| Gk Investment Management | Chicago, IL | Jul 2014 - Current | 9 |
| Berenberg Asset Management | Chicago, IL | Sep 2014 - May 2017 | 2 |
| Mesirow Financial | Chicago, IL | May 2004 - Jul 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
- CA
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$15,948,572
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA
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