Daniel G Gensler

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CAFR Data
Daniel G Gensler
CRD #110543
SEC #801-100472
CIK #
AUM $331.3 MM (100% Disc, 100% US, 2020-03-27)
Employees5 (80% Investors, 80% Brokers)
Phone619-554-1300
Address120 C Avenue, Suite 170
Coronado, CA 92118
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3352682011346702010201320172021
Comparable Firms State AUM ($BB)
Taylor Bernard
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Summit Investment Advisory Services Inc
MN 0.3
Reilly Herbert Faulkner III
NY 0.3
Orion Investment Co
MO 0.3
Haymarket Wealth Management LLC
NJ 0.3
Rockshelter Capital Management LLC
PA 0.3
Financial Connections Group Inc
CA 0.3
Dudley & Company LLC
NY 0.3
Disciplined Investors LLC
TX 0.3
Lakeview Financial Group LLC
WA 0.3
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