Gradient Capital Advisors LLC

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Assets, Funds, Holdings

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Gradient Capital Advisors LLC
CRD #168912
SEC #801-78917
CIK #1727917
AUM $301.1 MM (80% Disc, 100% US)
Employees6 (83% Investors, 0% Brokers)
Phone619-255-0700
Address2125 Poinsettia Drive
San Diego, CA 92107
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
3052441831226102011201420172020
Sector Holding Cap ($MM) Value ($MM)
IVV10.8
SCHF9.2
FLRN8.4
VTIP7.7
VCSH5.7
SCHX5.0
AAPL843,560.04.0
WPC12,580.03.4
SCHM3.0
VXUS2.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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