Gencap Portfolio Management

Gencap Portfolio Management (CRD# 269910) is a financial advisory firm headquartered in Tiburon, CA. They manage $254,626,233 in 468 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1100 Mar West Street, Suite C, Tiburon, CA 94920
https://www.frontrowadvisors.com
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $544,073
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, TX

Financial Advisors at Gencap Portfolio Management
Showing 1 - 8 of 8 top financial advisors.
1
Lyle Bonn, financial advisor Tiburon CA
Lyle E. Bonn
CRD#: 717880
1100 Mar West Street, Suite C, Tiburon, CA 94920

Lyle Bonn (CRD# 717880) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 42 years of experience in the finance industry.

2
Stephen Bradley, financial advisor Tiburon CA
Stephen A. Bradley
CRD#: 4902208
1100 Mar West Street, Suite C, Tiburon, CA 94920

Stephen Bradley (CRD# 4902208) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 16 years of experience in the finance industry.

3
Stephen Bradley, financial advisor Tiburon CA
Stephen A. Bradley
CRD#: 28342
1100 Mar West Street, Suite C, Tiburon, CA 94920

Stephen Bradley (CRD# 28342) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 37 years of experience in the finance industry.

4
Marc Edwards, financial advisor Tiburon CA
Marc G. Edwards
CRD#: 75861
1100 Mar West Street, Suite C, Tiburon, CA 94920

Marc Edwards (CRD# 75861) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 32 years of experience in the finance industry.

5
William Paine, financial advisor Tiburon CA
William A. Paine
CRD#: 2218036
1100 Mar West Street, Suite C, Tiburon, CA 94920

William Paine (CRD# 2218036) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 14 years of experience in the finance industry.

6
Jennifer Schmitz, financial advisor Tiburon CA
Jennifer M. Schmitz
CRD#: 3075539
1100 Mar West Street, Suite C, Tiburon, CA 94920

Jennifer Schmitz (CRD# 3075539) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 25 years of experience in the finance industry.

7
Michael Vogel, financial advisor Tiburon CA
Michael R. Vogel
CRD#: 1444904
1100 Mar West Street, Suite C, Tiburon, CA 94920

Michael Vogel (CRD# 1444904) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 36 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.

8
Andrew Williams, financial advisor Tiburon CA
Andrew P. Williams
CRD#: 1050171
1100 Mar West Street, Suite C, Tiburon, CA 94920

Andrew Williams (CRD# 1050171) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 36 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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