Gencap Portfolio Management

Gencap Portfolio Management (CRD# 269910) is a financial advisory firm headquartered in Tiburon, CA. They manage $309,221,291 in 495 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

309

MILLION
Total Number of Accounts

495

ACCOUNTS
Average Account Value

$624,689

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

Registered Investment Advisor

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

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 43 years of experience in the finance industry.

2

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 17 years of experience in the finance industry.

3

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 38 years of experience in the finance industry.

4

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 33 years of experience in the finance industry.

5

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 15 years of experience in the finance industry.

6

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 26 years of experience in the finance industry.

7

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 37 years of experience in the finance industry.

8

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 37 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. 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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