GC
Gatian C. Cunningham
HEARTH CAPITAL MANAGEMENT
MILL VALLEY, CA
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CRD#: 4489009
GC
Professional summary
Gatian Christine Cunningham is a registered financial advisor currently at HEARTH CAPITAL MANAGEMENT located in Mill Valley, California.
Gatian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gatian has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gatian Christine Cunningham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 8, 1997 - Present
HEARTH CAPITAL MANAGEMENT
RIA
CRD#: 111947
MILL VALLEY, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/8/1997)
Exams
Current Firm
HC
HEARTH CAPITAL MANAGEMENT
HEARTH CAPITAL MANAGEMENT
CRD#: 111947 / SEC#:
California
Registered Investment Advisory firm - (5/28/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mill Valley, CA
Mailing Address
Po Box 190, Mill Valley, CA 94942
Phone number
(415) 381-3642
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 5,300,000 |
Red Flags
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