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Joanna Maria Gallegos

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION·LARKSPUR, California
Unclaimed Profile
700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 4780496Firm CRD# 317318
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About

Joanna Maria Gallegos is a registered financial advisor based in LARKSPUR, California, affiliated with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
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Firm Overview

Firm
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
BONDBLOXX
AUM
$2.5B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at BONDBLOXX INVESTMENT MANAGEMENT CORPORATION →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4780496
Firm CRD# 317318
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joanna Maria Gallegos offer?
Joanna Maria Gallegos specializes in Investment Management, Fee-Only Advisory. Contact their office in LARKSPUR, California for a consultation.
What are Joanna Maria Gallegos's credentials?
Joanna Maria Gallegos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanna Maria Gallegos located?
Joanna Maria Gallegos is based in LARKSPUR, California, working with BONDBLOXX INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Joanna Maria Gallegos charge for services?
Joanna Maria Gallegos'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 BONDBLOXX INVESTMENT MANAGEMENT CORPORATION?
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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