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Barbara Jo Engmann

GESD CAPITAL PARTNERS, LLC·SAN FRANCISCO, California
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50 FRANCISCO STREET, SAN FRANCISCO, CA 94133CRD# 4833871Firm CRD# 157128
01

About

Barbara Jo Engmann is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GESD CAPITAL PARTNERS, 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
GESD CAPITAL PARTNERS, LLC
GESD CAPITAL PARTNERS, LLC
AUM
$104M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at GESD CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4833871
Firm CRD# 157128
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jo Engmann offer?
Barbara Jo Engmann specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Barbara Jo Engmann's credentials?
Barbara Jo Engmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jo Engmann located?
Barbara Jo Engmann is based in SAN FRANCISCO, California, working with GESD CAPITAL PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Barbara Jo Engmann charge for services?
Barbara Jo Engmann'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 GESD CAPITAL PARTNERS, LLC?
GESD CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $104M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at GESD CAPITAL PARTNERS, LLC

Michael Wayne Engmann
SAN FRANCISCO, CA
William Robert Dozier
SAN FRANCISCO, CA
Daniel Jay Stromberg
SAN FRANCISCO, CA
Douglas Joe Engmann
SAN FRANCISCO, CA
Louis John Giraudo
SAN FRANCISCO, CA
Mark Lyle Briggs
SAN FRANCISCO, CA

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Research
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