Gerken Capital Associates

Gerken Capital Associates (CRD# 28615) is a financial advisory firm headquartered in Mill Valley, CA. They manage $24,987,544 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $24,987,544
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Gerken Capital Associates
Showing 1 - 2 of 2 top financial advisors.
1
Louis C. Gerken
CRD#: 1348320
110 Tiburon Blvd., Ste. 5, Mill Valley, CA 94941
93
Wealthminder
score

Louis Gerken (CRD# 1348320) is an Investment Advisor Representative working at Gerken Capital Associates in Mill Valley, CA and has over 25 years of experience in the finance industry.

2
Gregory H. Madding
CRD#: 1192364
110 Tiburon Blvd., Suite 5, Mill Valley, CA 94941
93
Wealthminder
score

Gregory Madding (CRD# 1192364) is an Investment Advisor Representative working at Gerken Capital Associates in Mill Valley, CA and has over 32 years of experience in the finance industry.

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