Claim Profile
WT

William Francis Tanona

GSV ASSET MANAGEMENT, LLC·WOODSIDE, California
Unclaimed Profile
THE PIONEER BUILDING, WOODSIDE, CA 94062CRD# 2792676Firm CRD# 154664
01

About

William Francis Tanona is a registered financial advisor based in WOODSIDE, California, affiliated with GSV ASSET 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
GSV ASSET MANAGEMENT, LLC
GSV ASSET MANAGEMENT, LLC
AUM
$230M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2792676
Firm CRD# 154664
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODSIDE?

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

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 William Francis Tanona offer?
William Francis Tanona specializes in Retirement Planning. Contact their office in WOODSIDE, California for a consultation.
What are William Francis Tanona's credentials?
William Francis Tanona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Francis Tanona located?
William Francis Tanona is based in WOODSIDE, California, working with GSV ASSET MANAGEMENT, LLC. Their office serves clients in the WOODSIDE metropolitan area and surrounding communities.
How does William Francis Tanona charge for services?
William Francis Tanona'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 GSV ASSET MANAGEMENT, LLC?
GSV ASSET MANAGEMENT, LLC has approximately 3 employees and manages $230M 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 →
Browse by specialty