The Gensler Group
The Gensler Group (CRD# 110543) is a financial advisory firm headquartered in Coronado, CA. They manage $151,515,077 in 207 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management152MILLION
Total Number of Accounts207ACCOUNTS
Average Account Value$731,957
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
Jefferson Rotherham (CRD# 6355070) is an Investment Advisor Representative working at The Gensler Group in Coronado, CA and has 1 year 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.