B
$14.2M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-21-2003
- Office Locations
- 1
Office Locations
180 Harbor Drive Suite 219 Sausalito CA
About Barbara S. Gault
Barbara S. Gault is a Greenbrae-based RIA. The firm has been operating for 22 years. Managing $14.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
67 AVG AGE
$14.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
B
BARBARA STEWART GAULT
Financial Advisor
- CRD
- #4621983
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,899,422 | -- |
| Non-Discretionary | $3,349,152 | -- |
| Total | $14,248,574 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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