Charles Dana Gibson is a large advisory firm based in Newark. It manages $32.59 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Charles Dana Gibson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charles Dana Gibson is $32.59 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charles Dana Gibson for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Charles Dana Gibson performs its advisory services is located at 39899 Balentine Dr, Newark, CA 94560, which is also the mailing address of the firm. An additional office of the firm is in Roseville, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 510-651-7054 or by fax 510-651-2009. The normal business hours are 8:30am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at http:\www.financialperspectives.biz.