Gradient Capital Advisors, LLC

Gradient Capital Advisors, LLC (CRD# 168912) is a financial advisory firm headquartered in San Diego, CA. They manage $546,415,108 in 1,420 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $384,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NV, OR, TX, UT, WA

Financial Advisors at Gradient Capital Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Timothy A. Sagawa
CRD#: 4627677
2125 Poinsettia Drive, San Diego, CA 92107

Timothy Sagawa (CRD# 4627677) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 20 years of experience in the finance industry.

2
Eric E. Simms
CRD#: 2575354
2125 Poinsettia Drive, San Diego, CA 92107

Eric Simms (CRD# 2575354) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 29 years of experience in the finance industry.

3
Rodney A. Simms
CRD#: 1854316
2125 Poinsettia Drive, San Diego, CA 92107

Rodney Simms (CRD# 1854316) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 29 years of experience in the finance industry.

4
Eric H. Yeager
CRD#: 4137867
2125 Poinsettia Drive, San Diego, CA 92107

Eric Yeager (CRD# 4137867) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

5
Trevor Shaw
CRD#: 6373428
2125 Poinsettia Drive, San Diego, CA 92107

Trevor Shaw (CRD# 6373428) is an Investment Advisor Representative working at Gradient Capital Advisors, LLC in San Diego, CA and has 1 year of experience in the finance industry.

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