Unclaimed Profile

Gregory Peter Vogel

GKV CAPITAL MANAGEMENT CO INC·WALNUT CREEK, California

Series 7, Series 63, Series 65Clean record22 years registeredGKV CAPITAL MANAGEMENT CO INC

1350 TREAT BLVD, WALNUT CREEK, CA 94597CRD# 2369862Firm CRD# 108767

Profile Verification

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

Identity

Gregory Peter Vogel · WALNUT CREEK, CA

Registration

CRD #2369862 · GKV CAPITAL MANAGEMENT CO INC · 22 years registered

Brand Profile

Not yet started

Career History

GKV CAPITAL MANAGEMENT CO INC

Jun 2024 – present

GKV CAPITAL MANAGEMENT CO INC

Mar 2004 – Dec 2017

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GKV CAPITAL MANAGEMENT CO INC

CRD 108767 · SEC 801-11341

AUM

$261M

Regulatory assets under management

Employees

395 client accounts

Services offered by GKV CAPITAL MANAGEMENT CO INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GKV CAPITAL MANAGEMENT CO INC →

Introduction

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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.

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