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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- AlphaPathway insight
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
About GC Asset Management
GC Asset Management is a Temecula, CA advisory led by CFP professional Glenn Cunningham. The firm provides personal financial planning, retirement planning, and insurance guidance (life and long-term care), with an emphasis on tax-reduction strategies for high-income earners and clients navigating the sale of a business or real estate. Portfolio construction is centered on asset allocation using ETFs; custody reported with Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GLENN ANTHONY CUNNINGHAM
Chief Compliance Officer, President
- CRD
- #2976530
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,081,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,081,240 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,081,240
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,974,438,003 | 77.0% |
| Cash | $888,468,494 | 23.0% |
| Total | $3,862,906,497 | 100.0% |