Gregory Van Wyk, financial advisor Santa Barbara CA
93 score

Gregory Van Wyk

CRD Number: 4603281
Current Firm: Kobo Wealth Conservancy

Gregory Van Wyk (CRD# 4603281) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kobo Wealth Conservancy Honolulu, HI Mar 2015 - Current 1
Daniel Investment Associates, LLC Santa Barbara, CA Mar 2011 - Current 5
Fiduciary Investment Council LLC Santa Barbara, CA Sep 2011 - Jun 2015 3
Pacific Pointe Advisors LLC Santa Barbara, CA Jul 2009 - Mar 2011 1
Manchester Capital Management Montecito, CA Aug 2002 - Jul 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Gregory D. Van Wyk
Phone Number: 808-546-1001
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,008,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, HI, IL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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