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).
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Total Assets Under Management546MILLION
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Total Number of Accounts1,420ACCOUNTS
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Average Account Value$384,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, ID, NV, OR, TX, UT, WA
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.
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.
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.
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.
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.