William
Paine
Gencap Portfolio Management
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About this Advisor
William Paine is a financial advisor working in Belvedere Tiburon, California with a total of 6 years of industry experience. Paine currently works for Gencap Portfolio Management. Over the course of their career, Paine has held roles at Kgs-Alpha Capital Markets, L.P, Brownstone Investment Group, LLC, Cloudwords and Front Row Advisors LLC. Paine holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Gencap Portfolio Management is a registered investment firm operating out of Belvedere Tiburon, CA. It has $255 million in total assets between its 468 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 468 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by Gencap Portfolio Management likely consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gencap Portfolio Management Brokerage Details
$254,626,233
8
468
$544,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
William Paine Work History
William has been registered as a financial advisor for 6 years.*
Front Row Advisors LLC
Cloudwords
Brownstone Investment Group, LLC
Kgs-Alpha Capital Markets, L.P
*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 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 4/16/2023. 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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