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Gabrielle Yvette Garcia

CONCISE CAPITAL MANAGEMENT, LP·MIAMI, Florida
Unclaimed Profile
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6469235Firm CRD# 145778
01

About

Gabrielle Yvette Garcia is a registered financial advisor based in MIAMI, Florida, affiliated with CONCISE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CONCISE CAPITAL MANAGEMENT, LP
CONCISE CAPITAL MANAGEMENT, L.P.
AUM
$526M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CONCISE CAPITAL MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6469235
Firm CRD# 145778
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gabrielle Yvette Garcia offer?
Gabrielle Yvette Garcia specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Gabrielle Yvette Garcia's credentials?
Gabrielle Yvette Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabrielle Yvette Garcia located?
Gabrielle Yvette Garcia is based in MIAMI, Florida, working with CONCISE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Gabrielle Yvette Garcia charge for services?
Gabrielle Yvette Garcia'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 CONCISE CAPITAL MANAGEMENT, LP?
CONCISE CAPITAL MANAGEMENT, LP has approximately 12 employees and manages $526M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
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