Gregory Van WykCRD 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 15 years of experience in the finance industry.
Haven Capital Group
Independent Financial Partners
Brightpath Wealth Planning, LLC
|Kobo Wealth Conservancy||Honolulu, HI||Mar 2015 - Current||3|
|Daniel Investment Associates, LLC||Santa Barbara, CA||Mar 2011 - Current||7|
|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|
Total Assets Under Management103MILLIONS
Total Number of Accounts100ACCOUNTS
Average Account Value$1,030,944
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, IL
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