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Loretta Irene Perry

DANIEL G. GENSLER·CORONADO, California
Unclaimed Profile
120 C AVENUE, SUITE 170, CORONADO, CA 92118CRD# 1258330Firm CRD# 110543
01

About

Loretta Irene Perry 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# 1258330
Firm CRD# 110543
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loretta Irene Perry offer?
Loretta Irene Perry specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Loretta Irene Perry's credentials?
Loretta Irene Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Irene Perry located?
Loretta Irene Perry is based in CORONADO, California, working with DANIEL G. GENSLER. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does Loretta Irene Perry charge for services?
Loretta Irene Perry'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.
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Other advisors in CORONADO
Mark Warren Andrews — ANDREWS CAPITAL MANAGEMENT INCPeter Christopher Thoms — ORION CAPITAL MANAGEMENT LLCDaniel George Gensler — DANIEL G. GENSLERJohn David Brennan — BRENNAN JOHN DAVIDCharles William Hayes — HAYES & ASSOCIATES ACCOUNTANCY CORP
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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