Charles Gehring, financial advisor San Francisco CA

Charles Gehring

CRD Number: 2552056
Current Firm: Mission Creek Capital Partners, Inc.

Charles Gehring (CRD# 2552056) is an Investment Advisor Representative working at Mission Creek Capital Partners, Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mission Creek Capital Partners, Inc. San Francisco, CA Jul 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Charles S. Gehring
Phone Number: 415-363-0400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    424
    MILLIONS
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $379,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, HI, ID, MA, MT, NE, NV, NY, OR, PA, TN, TX, WA, WI

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