AdvisorOS Directory
Claim Profile
DG

Daniel George Gensler

DANIEL G. GENSLER·CORONADO, California
Unclaimed Profile
120 C AVENUE, SUITE 170, CORONADO, CA 92118CRD# 1546441Firm CRD# 110543
01

About

Daniel George Gensler is a registered financial advisor based in CORONADO, California, affiliated with DANIEL G. GENSLER. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DANIEL G. GENSLER
AUM
$368M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at DANIEL G. GENSLER →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING
Regulatory
SEC/IARD CRD# 1546441
Firm CRD# 110543
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORONADO?

Browse all registered financial advisors in CORONADO, California or claim this profile if it's yours.

Browse CORONADO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel George Gensler offer?
Daniel George Gensler specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Daniel George Gensler's credentials?
Daniel George Gensler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel George Gensler located?
Daniel George Gensler is based in CORONADO, California, working with DANIEL G. GENSLER. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does Daniel George Gensler charge for services?
Daniel George Gensler's firm is compensated through percentage of aum, hourly charges, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIEL G. GENSLER?
DANIEL G. GENSLER has approximately 7 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CORONADO
Mark Warren Andrews — ANDREWS CAPITAL MANAGEMENT INCPeter Christopher Thoms — ORION CAPITAL MANAGEMENT LLCJohn David Brennan — BRENNAN JOHN DAVIDCharles William Hayes — HAYES & ASSOCIATES ACCOUNTANCY CORPJohn Charles Bowen — BOWEN JOHN CHARLES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile