AdvisorOS Directory
Claim Profile
GV

Gregory Peter Vogel

GKV CAPITAL MANAGEMENT CO INC·WALNUT CREEK, California
Unclaimed Profile
1350 TREAT BLVD, WALNUT CREEK, CA 94597CRD# 2369862Firm CRD# 108767
01

About

Gregory Peter Vogel is a registered financial advisor based in WALNUT CREEK, California, affiliated with GKV CAPITAL MANAGEMENT CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GKV CAPITAL MANAGEMENT CO INC
GKV CAPITAL MANAGEMENT CO INC
AUM
$261M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GKV CAPITAL MANAGEMENT CO INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2369862
Firm CRD# 108767
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregory Peter Vogel offer?
Gregory Peter Vogel specializes in Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are Gregory Peter Vogel's credentials?
Gregory Peter Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Peter Vogel located?
Gregory Peter Vogel is based in WALNUT CREEK, California, working with GKV CAPITAL MANAGEMENT CO INC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Gregory Peter Vogel charge for services?
Gregory Peter Vogel'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 GKV CAPITAL MANAGEMENT CO INC?
GKV CAPITAL MANAGEMENT CO INC has approximately 4 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GKV CAPITAL MANAGEMENT CO INC

Peter Wolfgang Vogel
WALNUT CREEK, CA

More Advisors in WALNUT CREEK, California

Alexis Brinck Stice
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
Michael Allen Yoshikami
DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, CA
James Blair Luippold
CASTLE ROCK WEALTH MANAGEMENT, LLC·WALNUT CREEK, CA
Damien Saul Couture
JBC FINANCIAL GROUP, INC.·WALNUT CREEK, CA
Nicola Longmuir
CAPITAL ADVANTAGE, INC.·WALNUT CREEK, CA
Amy Marie Langell
ECHO45 ADVISORS LLC·WALNUT CREEK, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile