William
Paine
Gencap Portfolio Management
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About this Advisor
William Paine is a financial advisor based in Belvedere Tiburon, California, working with Gencap Portfolio Management. William has previously held positions at Brownstone Investment Group, LLC, Front Row Advisors LLC, and Cloudwords. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, William is part of Gencap Portfolio Management, which operates out of Belvedere Tiburon, California. The firm has 8 employees and manages assets totaling $309.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Gencap Portfolio Management includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gencap Portfolio Management Brokerage Details
$309,221,291
8
495
$624,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
William Paine Work History
Front Row Advisors LLC
Cloudwords
Brownstone Investment Group, LLC
Disclosures
Please visit the SEC profile of William Paine 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 Gencap Portfolio Management
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
Belvedere Tiburon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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