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GKV Capital Management CO Inc
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Overview Share
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Thousand Oaks, California
$193.9 million AUM
2 offices

GKV Capital Management CO Inc is based in Thousand Oaks, California and has $193.9 million in assets under management.

Location
299 W. Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360
$193.9 million
AUM
5
Employees
AUM Share
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$193,910,770
Assets under management
351 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 102 $193,910,770 100% $1,901,086
Employees Share
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5
Employees
2
Investment analysts
40% of total employees
AUM per employee Share
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$193,910,770
Assets under management
$38,782,154
AUM per employee
$96,955,385
AUM per investment analyst
About Share
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Compensation

GKV Capital Management CO Inc makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

GKV Capital Management CO Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 108,767
SEC number 801-11341
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 31, 2020

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