Gencap Portfolio Management

Gencap Portfolio Management (CRD# 269910) is a financial advisory firm headquartered in Tiburon, CA. They manage $118,200,000 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $447,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gencap Portfolio Management
Showing 1 - 5 of 5 top financial advisors.
1
Michael R. Vogel
CRD#: 1444904
1100 Mar West Street, Suite C, Tiburon, CA 94920
96
Wealthminder
score

Michael Vogel (CRD# 1444904) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 30 years of experience in the finance industry. Michael Vogel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen A. Bradley
CRD#: 4902208
1100 Mar West Street, Suite C, Tiburon, CA 94920
93
Wealthminder
score

Stephen Bradley (CRD# 4902208) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 9 years of experience in the finance industry.

3
Lyle E. Bonn
CRD#: 717880
1100 Mar West Street, Suite C, Tiburon, CA 94920
83
Wealthminder
score

Lyle Bonn (CRD# 717880) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 36 years of experience in the finance industry.

4
Stephen A. Bradley
CRD#: 28342
1100 Mar West Street, Suite C, Tiburon, CA 94920
83
Wealthminder
score

Stephen Bradley (CRD# 28342) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 31 years of experience in the finance industry.

5
Andrew P. Williams
CRD#: 1050171
1100 Mar West Street, Suite C, Tiburon, CA 94920
83
Wealthminder
score

Andrew Williams (CRD# 1050171) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 29 years of experience in the finance industry.

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