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Adam Jay Gensler

Frank, Rimerman Advisors LLC

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About Adam Jay Gensler

Adam Gensler is a Certified Financial Planner and investment advisor representative at Frank, Rimerman Advisors LLC. Adam has been a tax partner at a public accounting firm since 2012. Adam has been registered with the state of California as an investment advisor representative since 2024. Adam has a Series 65 license, and has been in the industry since 2002. Adam is a specialist in providing financial planning, investment management, and other advisory services to high-net-worth individuals, charitable organizations, and other investment advisors.

Firm Information

Adam Gensler is currently registered with Frank, Rimerman Advisors LLC. Frank, Rimerman Advisors LLC is a Registered Investment Advisor based in Palo Alto, CA. They provide financial planning, investment performance reporting, and portfolio management services to high-net-worth individuals, charitable organizations, and other clients. The firm manages approximately $2,013,460,339 in assets, with $1,584,793,306 under discretionary management. They have a team of 2 investment advisor representatives and 3 investment advisory functions. You can find more information on their website at https://www.frankrimerman.com/services-for-individuals/private-wealth-management/.
Frank, Rimerman Advisors LLC

1801 PAGE MILL ROAD

PALO ALTO, CA 94304

$2.01B

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment performance reporting

Investment performance reporting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Adam Gensler’s Registration & Firm History

CA

01/22/2024 - Present

Frank, Rimerman Advisors LLC (PALO ALTO CA)

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Licenses & Designations

IA

Issued 02/23/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Jay Gensler.
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