Gradient Capital Advisors LLC
Legal Name: GRADIENT CAPITAL ADVISORS, LLC
Full Contact Details
Gradient Capital Advisors LLC
2125 POINSETTIA DRIVE, SAN DIEGO, CA
619-255-0700
619-255-0777
Other Info
Gradient Capital Advisors LLC, also known as GRADIENT CAPITAL ADVISORS, LLC, is a California Limited Liability Company that employs a team of six professionals, with five taking on advisory roles. With a focus on providing financial advisory services, the firm serves two clients. The U.S. Securities and Exchange Commission has recently approved the firm's status, with registration dating back to January 22, 2014.
Direct Owners
-
ERIC EUGENE SIMMS
SENIOR PARTNER owns more than 25% but less than 50%
-
RODNEY ALLEN SIMMS
SENIOR PARTNER owns more than 50% but less than 75%
-
TIMOTHY AKIRA SAGAWA
SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
Firms Located Nearby
News
Top Holdings
- ISHARES TR CORE S&P500 ETF $12,182k
- SCHWAB STRATEGIC TR $10,019k
- SPDR Inv't Grade Floating Rate $8,250k
- VANGUARD MALVERN FDS $7,208k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $5,411k
- Apple Inc $5,197k
- SCHWAB STRATEGIC TR $4,853k
- SCHWAB STRATEGIC TR US MID-CAP ETF $3,563k
- SCHWAB STRATEGIC T $3,457k
- VANGUARD STAR FD VG TL INTL STK F $2,896k