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Brendan Thomas Gleason

Genter Capital Management

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About Brendan Thomas Gleason

Brendan Gleason is an Investment Advisor Representative with Genter Capital Management. Brendan is a licensed Investment Advisor Representative in California. Brendan holds a Series 65 license. Brendan has been with Genter Capital Management since December 2010 and previously worked as a Marketing Assistant to the First VP/Regional Director. Brendan's other business activities include providing marketing assistance to Genter Capital Management.

Firm Information

Brendan Gleason is currently registered with Genter Capital Management. Genter Capital Management is an investment advisor headquartered in Los Angeles, CA. They specialize in providing model portfolio recommendations to other investment advisors and manage portfolios for individuals, businesses, and investment companies. They currently manage over $4.1 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and foundations. Genter Capital Management offers a wrap fee program.
Genter Capital Management

11601 WILSHIRE BLVD., 25TH FLOOR

LOS ANGELES, CA 90025-1770

$4.20B

Assets Under Management

15,141

Total Clients

24

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers.

Provide model portfolio recommendations to other investment advisers.

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.

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other

One time initial set-up fee of $250

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Brendan Gleason’s Registration & Firm History

CA

09/01/2021 - Present

Genter Capital Management (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 09/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Thomas Gleason.
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