Unclaimed Profile

Bonnie Gail George

UNDERHILL INVESTMENT MANAGEMENT LLC·GREENBRAE, California

Clean recordUNDERHILL INVESTMENT MANAGEMENT LLC

100 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 1476236Firm CRD# 140390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bonnie Gail George · GREENBRAE, CA

Registration

CRD #1476236 · UNDERHILL INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bonnie Gail George is a registered financial advisor based in GREENBRAE, California, affiliated with UNDERHILL INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

UNDERHILL INVESTMENT MANAGEMENT LLC

AUM

$191M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNDERHILL INVESTMENT MANAGEMENT LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1476236

Firm CRD# 140390

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonnie Gail George offer?

Bonnie Gail George specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENBRAE, California for a consultation.

What are Bonnie Gail George's credentials?

Bonnie Gail George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bonnie Gail George located?

Bonnie Gail George is based in GREENBRAE, California, working with UNDERHILL INVESTMENT MANAGEMENT LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.

How does Bonnie Gail George charge for services?

Bonnie Gail George's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNDERHILL INVESTMENT MANAGEMENT LLC?

UNDERHILL INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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