Gradient Capital Advisors is an investment advisor in San Diego with $512.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463539447
SEC advisor number
801-78917
FINRA CRD number
168912
AUM ?
$546.42 mm
(as of 16 Feb 24)
Accounts
1,420
(as of 16 Feb 24)
Employees
7
(5 investment advisory or research)
Address
Gradient Capital Advisors
2125 POINSETTIA DRIVE
SAN DIEGO
CA 92107
2125 POINSETTIA DRIVE
SAN DIEGO
CA 92107
Phone
619-255-0700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22