FINANCIAL PERSPECTIVES
FINANCIAL PERSPECTIVES of PLEASANTON, CA is an SEC-registered investment adviser (CRD 111240). Regulatory assets under management: $66.5M.
Registration
- CRD: 111240
- SEC file number: 801-63811
- Type: Registered investment adviser
- Location: 7011 KOLL CENTER PARKWAY, SUITE 210, PLEASANTON, CA, 94566
- Phone: 510-651-7054
- Latest filing: 2012-03-15
- Regulatory AUM: $66.5M
- Discretionary AUM: $66.5M
- Clients: 1
- Accounts: 294
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| GIBSON CHARLES DANA | OWNER; OWNER/ CHIEF COMPLAINCE OFFICER; OWNER/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GIBSON FLORENTINA GABRIEL | SECRETARY | — |
More on this firm