GAMBLE CAPITAL STRATEGIES

RIASEC Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 137573
Fee structure: Hourly Charges, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gamble Capital Strategies operates as a sole proprietorship, focusing on a range of advisory and financial planning services. The firm engages in portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, it offers pension consulting services and educational seminars. While the firm does not actively pursue ESG investments, it is recognized as a capital allocator, indicating its involvement in directing investments to various asset managers. The fee structure includes hourly charges, fixed fees, and other arrangements, catering to a diverse client base.