GenCap Portfolio Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1100 Mar West St Ste C, Tiburon, Califor...

Phone Number

(415) 797-6003

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About GenCap Portfolio Management

GenCap Portfolio Management is an investment management firm dedicated to providing consistent performance and building trusted relationships with its clients. The firm focuses on helping clients across generations achieve their financial objectives by understanding their goals and feelings about money. GenCap prides itself on being responsive and fostering authentic relationships, believing that deep connections lead to better outcomes. Their mission is to help clients preserve and grow their wealth, ensuring they can fully experience life.Explore more
GenCap Portfolio Management's Social MediaPopular SearchesGencap Portfolio ManagementGen Cap Portfolio ManagementGencap Partners LLCGenCapSIC Code 62,628NAICS Code 52,523Show more

GenCap Portfolio Management Org Chart

PhoneEmail
BC
United States flag for contact location.

Vice President, Client Relations & Business D...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GenCap Portfolio Manageme...

<$5M
1-10
Private
-
2014
BC
Barbara CorleyVice President, Client Relations & Business Development
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
<$5M
1-10
Private
-
2008
JR
James RuffinWealth Management Vice President & Director
<$5M
1-10
Private
-
2018
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

GenCap Portfolio Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GenCap Portfolio Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GenCap Portfolio Management.

GenCap Portfolio Management Tech Stack

A closer look at the technologies used by GenCap Portfolio Management

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Frequently Asked Questions Regarding GenCap Portfolio Management

What is GenCap Portfolio Management's official website?
GenCap Portfolio Management's official website is www.gencappm.com
What is GenCap Portfolio Management's Revenue?
GenCap Portfolio Management's revenue is <$5 Million
What is GenCap Portfolio Management's SIC code?
GenCap Portfolio Management's SIC: 62,628
What is GenCap Portfolio Management's NAICS code?
GenCap Portfolio Management's NAICS: 52,523
How many employees does GenCap Portfolio Management have?
GenCap Portfolio Management has 1-10 employees
What industry does GenCap Portfolio Management belong to?
GenCap Portfolio Management is in the industry of: Finance, Securities Trading
What is GenCap Portfolio Management competition?
GenCap Portfolio Management top competitors include: Greenwood Capital Associates, Zenith Investment Management, Ironwood Wealth Management, Schreur Financial
What technology does GenCap Portfolio Management use?
Some of the popular technologies that GenCap Portfolio Management uses are: Squarespace Online Stores, Microsoft 365, GoDaddy DNS, Squarespace
How do I contact GenCap Portfolio Management?
GenCap Portfolio Management contact info: Phone number: (415) 797-6003 Website: www.gencappm.com
What does GenCap Portfolio Management do?

GenCap Portfolio Management is an investment management firm dedicated to providing consistent performance and building trusted relationships with its clients. The firm focuses on helping clients across generations achieve their financial objectives by understanding their goals and feelings about money. GenCap prides itself on being responsive and... fostering authentic relationships, believing that deep connections lead to better outcomes. Their mission is to help clients preserve and grow their wealth, ensuring they can fully experience life.Read More

What are GenCap Portfolio Management social media links?
GenCap Portfolio Management Linkedin page GenCap Portfolio Management Twitter page
Is GenCap Portfolio Management a public company?
GenCap Portfolio Management is private company therefore does not currently have an official ticker symbol
See more information about GenCap Portfolio Management

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