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Peter Wolfgang Vogel

GKV CAPITAL MANAGEMENT CO INC·WALNUT CREEK, California
Clean record29 years registeredGKV CAPITAL MANAGEMENT CO INC
1350 TREAT BLVD, WALNUT CREEK, CA 94597CRD# 4379474Firm CRD# 108767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Wolfgang Vogel · WALNUT CREEK, CA
Registration
CRD #4379474 · GKV CAPITAL MANAGEMENT CO INC · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: GKV CAPITAL MANAGEMENT CO INC
Jul 1997Dec 2017
WESTLAKE VILLAGE, CA
02

Registrations & Exams

Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GKV CAPITAL MANAGEMENT CO INC
CRD 108767 · SEC 801-11341
AUM
$261M
Regulatory assets under management
Employees
4
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
Introduction

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05

Frequently Asked Questions

What services does Peter Wolfgang Vogel offer?
Peter Wolfgang Vogel specializes in Investment Management, Fee-Only Advisory.
What are Peter Wolfgang Vogel's credentials?
Peter Wolfgang Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Wolfgang Vogel located?
Peter Wolfgang Vogel is based in WALNUT CREEK, California, last registered with GKV CAPITAL MANAGEMENT CO INC.
How does Peter Wolfgang Vogel charge for services?
Peter Wolfgang 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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