Alta Via Capital

Alta Via Capital (CRD# 289739) is a financial advisory firm headquartered in Pleasanton, CA. They manage $80,495,641 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588
http://www.altavia-capital.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $536,638
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Alta Via Capital
Showing 1 - 3 of 3 top financial advisors.
1
Carl Gabler, financial advisor Pleasanton CA
Carl M. Gabler
CRD#: 2790353
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588

Carl Gabler (CRD# 2790353) is an Investment Advisor Representative working at Alta Via Capital in Pleasanton, CA and has over 27 years of experience in the finance industry.

2
Patrick Gaynor, financial advisor Pleasanton CA
Patrick Gaynor
CRD#: 4991936
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588

Patrick Gaynor (CRD# 4991936) is an Investment Advisor Representative working at Alta Via Capital in Pleasanton, CA and has over 6 years of experience in the finance industry.

3
Dragos Georgescu, financial advisor Pleasanton CA
Dragos Georgescu
CRD#: 5073867
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588

Dragos Georgescu (CRD# 5073867) is an Investment Advisor Representative working at Alta Via Capital in Pleasanton, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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