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DANIEL G. GENSLER
DANIEL G. GENSLER
CORONADO, California
·
2 registered advisors
·
CRD# 110543
SEC# 801-100472
0
619-554-1300
01
Firm Overview
AUM
$368M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING
03
Specialties
Financial Planning
Investment Management
04
Advisors at DANIEL G. GENSLER
2 registered advisors
Daniel George Gensler
CORONADO, California
CRD# 1546441
Loretta Irene Perry
CORONADO, California
CRD# 1258330
05
Office Locations
CORONADO, California
2 advisors
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Data sourced from SEC Form ADV filings. DANIEL G. GENSLER (CRD# 110543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.