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Bonnie Gail George

UNDERHILL INVESTMENT MANAGEMENT LLC·GREENBRAE, California
Unclaimed Profile
100 DRAKES LANDING ROAD, GREENBRAE, CA 94904CRD# 1476236Firm CRD# 140390
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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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
UNDERHILL INVESTMENT MANAGEMENT LLC
UNDERHILL INVESTMENT MANAGEMENT LLC
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UNDERHILL INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1476236
Firm CRD# 140390
No disclosures on file
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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Other advisors in GREENBRAE
Michael Tannenbaum — UNDERHILL INVESTMENT MANAGEMENT LLCRoland Denton Underhill — UNDERHILL INVESTMENT MANAGEMENT LLCBenjamin Henry Miller — UNDERHILL INVESTMENT MANAGEMENT LLCJay Aubrey Kellett — KCM INVESTMENT ADVISORS, LLCLukas Arnerich — SC MANAGEMENT, INC.
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
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