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GKV Capital Management Co. Inc.

Headquartered in WALNUT CREEK, CA

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Firm Information

GKV Capital Management Co. Inc. is an investment advisor based in Walnut Creek, CA. The firm has $260,500,896 in regulatory assets under management, primarily from 121 high-net-worth individuals. GKV Capital Management Co. Inc. provides portfolio management for individuals.

GKV Capital Management Co. Inc.

1350 TREAT BLVD

WALNUT CREEK, CA 94597

$260.50M

Assets Under Management

121

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

GKV CAPITAL MANAGEMENT CO. INC. has a total of 2 branch locations across the country.
location

WALNUT CREEK, CA

location

Thousand Oaks, CA

Advisors at GKV Capital Management Co. Inc.

View All 1 Advisors
Unclaimed
Gregory Peter Vogel

RA

WALNUT CREEK, CA

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Elaine Shin Kwei

CFA®, RA

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Sarah Elizabeth Ellis

CFP®, RA

EL SEGUNDO, CA

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Disclosures

There are no public disclosures for GKV Capital Management Co. Inc..

Frequently Asked Questions (9)

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