Daniel G. Gensler (Coronado)

Name: Daniel G. Gensler
Address: 120 C Avenue, Suite 170, Coronado, CA, 92118
Telephone: 619-554-1300

Daniel G. Gensler is a large advisory firm based in Coronado. It manages $278.99 million of regulatory assets for 744 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas.

Daniel G. Gensler provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel G. Gensler: assets under management

The assets under management (AUM) of Daniel G. Gensler is $278.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and $1 of the total AUM is attributable to clients outside of the United States.

The firm manages $278.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.99 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daniel G. Gensler for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Daniel G. Gensler serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Daniel G. Gensler is high net worth individuals with 108 clients and $181.35 million of assets under management. Among the 13 most similar advisory firms, Daniel G. Gensler has the 7th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $278.99 million for 366 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Daniel G. Gensler doesn't advise any private funds.

Careers at Daniel G. Gensler

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel George Gensler	Cco	1 Nov 1995	75% - 100%	1546441

Based in Coronado

The principal office where Daniel G. Gensler performs its advisory services is located at 120 C Avenue, Suite 170, Coronado, CA 92118 The mailing address of the firm is 120 C Ave.,, Coronado, CA 92118. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-554-1300 or by fax 619-554-1399. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at genslergroup.com.