Gibson, Charles, Dana (Newark)

Name: Gibson, Charles, Dana
Address: 39899 Balentine Dr, Newark, CA, 94560
Telephone: 510-651-7054

Gibson, Charles, Dana is a large advisory firm based in Newark. It manages $51.54 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Gibson, Charles, Dana provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gibson, Charles, Dana: assets under management

The assets under management (AUM) of Gibson, Charles, Dana is $51.54 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.31 million in discretionary accounts and $231.98 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.54 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $115.99 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gibson, Charles, Dana for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gibson, Charles, Dana

Gibson, Charles, Dana is owned by Charles Dana Gibson. Florentina Gabriel Gibson joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Dana Gibson	Owner/ chief complaince officer	1 Jan 2001	75% - 100%	4137796
Florentina Gabriel Gibson	Secretary	1 Jan 2006	25% - 50%	5084122

Based in Newark

The principal office where Gibson, Charles, Dana performs its advisory services is located at 39899 Balentine Dr, Newark, CA 94560, which is also the mailing address of the firm. An additional office of the firm is in San Ramon, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-651-7054 or by fax 510-651-2009. The normal business hours are 8:30am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at http:\www.financialperspectives.biz.