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Gary Donald Stevenson

HEALTHPOINTCAPITAL MANAGEMENT, LLC·SAN DIEGO, California
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9920 PACIFIC HEIGHTS BLVD., SAN DIEGO, CA 92121CRD# 2699025Firm CRD# 309041
01

About

Gary Donald Stevenson is a registered financial advisor based in SAN DIEGO, California, affiliated with HEALTHPOINTCAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HEALTHPOINTCAPITAL MANAGEMENT, LLC
HEALTHPOINTCAPITAL MANAGEMENT, LLC
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HEALTHPOINTCAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2699025
Firm CRD# 309041
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Donald Stevenson offer?
Gary Donald Stevenson specializes in Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.
What are Gary Donald Stevenson's credentials?
Gary Donald Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Donald Stevenson located?
Gary Donald Stevenson is based in SAN DIEGO, California, working with HEALTHPOINTCAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Gary Donald Stevenson charge for services?
Gary Donald Stevenson'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 HEALTHPOINTCAPITAL MANAGEMENT, LLC?
HEALTHPOINTCAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $181M 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)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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