The Gensler Group

The Gensler Group (CRD# 110543) is a financial advisory firm headquartered in Coronado, CA. They manage $235,415,003 in 725 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $324,710
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
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, TX

Financial Advisors at The Gensler Group
Showing 1 - 3 of 3 top financial advisors.
1
Candace A. Bahr
CRD#: 722128
6928 Tradewinds Dr., Carlsbad, CA 92011
93
Wealthminder
score

Candace Bahr (CRD# 722128) is an Investment Advisor Representative working at The Gensler Group in Carlsbad, CA and has over 37 years of experience in the finance industry.

2
George D. Osullivan
CRD#: 2253559
120 C Avenue, Suite 170, Coronado, CA 92118
93
Wealthminder
score

George Osullivan (CRD# 2253559) is an Investment Advisor Representative working at The Gensler Group in Coronado, CA and has over 25 years of experience in the finance industry.

3
Jefferson J. Rotherham
CRD#: 6355070
120 C Avenue, Suite 170, Coronado, CA 92118
92
Wealthminder
score

Jefferson Rotherham (CRD# 6355070) is an Investment Advisor Representative working at The Gensler Group in Coronado, CA and has over 2 years of experience in the finance industry. Jefferson Rotherham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.