GC Asset Management
Firm details
- Headquarters
- Temecula, California
- CRD number
- 159324
- Website
- www.gcasset.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.4%
- Individuals21.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
GC Asset Management is an independent, individual-owned LLC that serves individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Compensation comes via a percentage-of-AUM fee schedule supplemented by hourly charges. The firm is not positioned as an ESG-focused adviser, does not operate as a multi-state adviser, and does not identify as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents27%
Contacts
1 of 1
Glenn Cunningham
Founder & PresidentCRD 2976530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Temecula, CA
Riverside
Location
Temecula, CA
Headquartered in Temecula, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Riverside
- Address
- 43537 Ridge Park Dr
- Time zone
- PT (UTC-8)
- Office locations
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