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).
Total Assets Under Management25MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$24,987,544
- A percentage of assets under your management
- Performance-based fees
- 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)
Louis Gerken (CRD# 1348320) is an Investment Advisor Representative working at Gerken Capital Associates in Mill Valley, CA and has over 26 years of experience in the finance industry.
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.