GC ASSET MANAGEMENT
Firm details
- Headquarters
- TEMECULA, California
- CRD number
- 159324
- Website
- www.gcasset.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals63.14%
- HNWI36.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gc Asset Management operates as an independent Registered Investment Advisor (RIA) and is structured as a Limited Liability Company. The firm primarily focuses on providing financial planning services and portfolio management for individual clients and small businesses. Gc Asset Management does not engage in capital allocation or act as a pension consultant, and it is not affiliated with any related advisers. The firm does not actively pursue ESG investments and operates solely within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1GLENN 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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