Julia
Pence
Gsi Capital Advisors LLC
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About this Advisor
Julia Pence is a financial advisor operating out of Newport Beach, California, with a total of 12 years of relevant experience. Pence is an employee of Gsi Capital Advisors LLC. Pence has gained experience at Green Street Investors and Gsi Capital Advisors LLC (Fka Green Street Investors). Pence maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California. Gsi Capital Advisors LLC is an advisory business that has its headquarters in Newport Beach, CA. It has just four people on staff. It oversees $170 million in assets under management between its four customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charitable organizations. Gsi Capital Advisors LLC has a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Gsi Capital Advisors LLC can include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gsi Capital Advisors LLC Brokerage Details
$169,817,703
4
4
$42,454,426
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Julia Pence Work History
Julia has been registered as a financial advisor for 12 years.*
Gsi Capital Advisors LLC (Fka Green Street Investors)
Green Street Investors
*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 Julia Pence 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 Gsi Capital Advisors LLC
Newport Beach, CA
Maimi, FL
Newport Beach, CA
Newport Beach, CA
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