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David William Pescherine

Genter Capital Management

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About David William Pescherine

David William Pescherine is a registered investment advisor representative with Genter Capital Management. David has been in the industry since 1999 and has a strong background in financial markets. David has passed the Series 63, Series 7, Series 87, and SIE exams. David is a Chartered Financial Analyst and has been affiliated with Genter Capital Management since 2006. David has experience working with a wide range of clients, including individuals, corporations, trusts, and pension plans.

Firm Information

David Pescherine 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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David Pescherine’s Registration & Firm History

CA

01/12/2007 - Present

Genter Capital Management (LOS ANGELES CA)

NY

09/23/1999 - 03/23/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Pescherine.
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