Top financial advisors in Tiburon, CA
We’ve curated a list of the best financial advisors in Tiburon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$223,943,349
Number of advisors
8 advisors
| $223,943,349 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tiburon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tiburon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Gencap Portfolio Management
Front Row Advisors LLC, also known as GenCap Portfolio Management, is a Limited Liability Company established in California in July 2015. The firm's principal owner is GenCap Partners LLC. They offer portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority for securities selection and transactions. The firm aims to make investment decisions in line with fiduciary duties, avoiding practices that favor certain clients. They may act as a subadviser to unaffiliated advisers and offer financial planning services covering various aspects like investment, tax, and retirement planning. Front Row Advisors LLC primarily advises on equities but may recommend other securities for diversification. Clients can impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management totaling $357,989,583 for discretionary amounts and $38,264,076 for non-discretionary amounts as of December 2024. Fees for portfolio management are asset-based and range from 0.65% to 1.10% based on total assets under management. Clients are responsible for third-party fees, and fees are paid in advance or invoiced quarterly. Front Row Advisors LLC does not accept compensation for the sale of securities to clients and does not engage in performance-based fees. The firm serves individuals, high-net-worth individuals, and other investment advisers with no minimum account size requirement. Their investment strategies include fundamental analysis, modern portfolio theory, long-term trading, short-term trading, margin transactions, and options trading. Clients' accounts are reviewed quarterly, and proxy voting is conducted in the best interest of clients. The firm has no financial conditions impairing its ability to meet contractual commitments and has not filed for bankruptcy in the last ten years. For more information, visit www.frontrowadvisors.com.
$223,943,349 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SUB-ADVISER FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSub Adviser Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tiburon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tiburon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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