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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gibson, Charles, Dana is owned by Charles Dana Gibson. Florentina Gabriel Gibson joined the executive team most recently as the Secretary.
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.