Unclaimed Profile

Julia Spiker Pence

GSI CAPITAL ADVISORS LLC·NEWPORT BEACH, California

Clean recordGSI CAPITAL ADVISORS LLC

23 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 5903146Firm CRD# 135143

Profile Verification

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

Identity

Julia Spiker Pence · NEWPORT BEACH, CA

Registration

CRD #5903146 · GSI CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julia Spiker Pence is a registered financial advisor based in NEWPORT BEACH, California, affiliated with GSI CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GSI CAPITAL ADVISORS LLC

AUM

$170M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GSI CAPITAL ADVISORS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5903146

Firm CRD# 135143

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia Spiker Pence offer?

Julia Spiker Pence specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Julia Spiker Pence's credentials?

Julia Spiker Pence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia Spiker Pence located?

Julia Spiker Pence is based in NEWPORT BEACH, California, working with GSI CAPITAL ADVISORS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Julia Spiker Pence charge for services?

Julia Spiker Pence's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GSI CAPITAL ADVISORS LLC?

GSI CAPITAL ADVISORS LLC has approximately 4 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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