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GRADIENT CAPITAL ADVISORS, LLC
GRADIENT CAPITAL ADVISORS, LLC
SAN DIEGO, California
·
3 registered advisors
·
CRD# 168912
SEC# 801-78917
0
619-255-0700
01
Firm Overview
AUM
$546M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GRADIENT CAPITAL ADVISORS, LLC
3 registered advisors
Eric Eugene Simms
SAN DIEGO, California
CRD# 2575354
Rodney Allen Simms
SAN DIEGO, California
CRD# 1854316
Timothy Akira Sagawa
SAN DIEGO, California
CRD# 4627677
05
Office Locations
SAN DIEGO, California
3 advisors
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Data sourced from SEC Form ADV filings. GRADIENT CAPITAL ADVISORS, LLC (CRD# 168912) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.