Alexander
Gangl
Equius Partners, Inc
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About this Advisor
Alexander Gangl is a certified financial planner and chartered financial analyst who works out of Novato, California, with 4 years of relevant experience. Gangl is an advisor for Equius Partners, Inc. During their career, the advisor has held roles at Private Ocean LLC, Wealthspan LLC, Equius Partners, Wealth Enhancement Advisory Services and Wealth Enhancement Group. Gangl is approved to serve investors in California and Indiana. Equius Partners, Inc is a business based in Novato, CA. It controls $1 billion in total assets across its 1,137 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,137 accounts, 40% are held by high-net-worth individuals who have at least $1 million in assets. Equius Partners, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically depend on which services are offered. Fees charged by Equius Partners, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equius Partners, Inc Brokerage Details
$1,009,656,532
14
1,137
$888,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alexander Gangl Work History
Alexander has been registered as a financial advisor for 4 years.*
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Equius Partners
Wealthspan LLC
Private Ocean LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Gangl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equius Partners, Inc
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
Novato, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.