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Katalin Osvath Gingold

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California
Clean recordPENSERRA GLOBAL INVESTORS LLC
4 ORINDA WAY, ORINDA, CA 94563CRD# 4352639Firm CRD# 174309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katalin Osvath Gingold · ORINDA, CA
Registration
CRD #4352639 · PENSERRA GLOBAL INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katalin Osvath Gingold is a registered financial advisor based in ORINDA, California, affiliated with PENSERRA GLOBAL INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PENSERRA GLOBAL INVESTORS LLC
PENSERRA GLOBAL INVESTORS LLC
AUM
$1M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PENSERRA GLOBAL INVESTORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4352639
Firm CRD# 174309
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katalin Osvath Gingold offer?
Katalin Osvath Gingold specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.
What are Katalin Osvath Gingold's credentials?
Katalin Osvath Gingold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katalin Osvath Gingold located?
Katalin Osvath Gingold is based in ORINDA, California, working with PENSERRA GLOBAL INVESTORS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Katalin Osvath Gingold charge for services?
Katalin Osvath Gingold'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 PENSERRA GLOBAL INVESTORS LLC?
PENSERRA GLOBAL INVESTORS LLC has approximately 12 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENSERRA GLOBAL INVESTORS LLC

Anthony Castelli
ORINDA, CA
Egor Nickolaevich Rybakov
ORINDA, CA

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Research
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