Gradient Capital Advisors

Financial Services • San Diego, California, United States • 11-20 Employees

Company overview

Headquarters	2125 Poinsettia Drive, San Diego, CA 92107-2407, US
Phone number	+16192550700
Website	gradientcapital.com
NAICS	52
Founded	2014
Employees	11-20
Socials

Key Contacts at Gradient Capital Advisors

Timothy Sagawa

Director Of Asset Management

Jack Wang

Ceo

Eric Simms

Director Of Wealth Management

Gradient Capital Advisors Email Formats

Gradient Capital Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@gradientcapital.com), used 90.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@gradientcapital.com	90.9%
{first name}{last name}	johndoe@gradientcapital.com	9.1%

About Gradient Capital Advisors

Welcome to Gradient Capital Advisors. We are a boutique private wealth management firm that is deeply invested in our clients’ financial success. As your financial partner, we deliver objective, values-driven advice, crafting a wealth management plan that is customized, considered and comprehensive. The firm excepts client by referral only and limits the number of families that they serve to ensure the highest level of dedicated personal attention. Charles Schwab Institutional will serve as custodian of client accounts. Gradient operates as a registered investment advisor. They offer objective, independent advice. Unlike commission based financial firms the investment advisors with Gradient are held to a fiduciary standard that legally binds them to serve in the best interest of their clients. For the past 25 years, the principlals of Gradient Capital Advisors have worked with people in all stages of life and economic backgrounds: pre-retirees concerned about outliving their investment assets, successful entrepreneurs and business leaders in the prime of their earning years. Through their mentoring program, they have worked with the children of existing clients teaching them tools and strategies to make decisions for a lifetime. The partners at Gradient are engaged communicators who enjoy the sharing of insights: assessing performance against relevant benchmarks, discussing strategy and life changes, evaluating changes in the economy and exploring any impact on their clients financial plans. They are students of finance and have a passion for exploring the nuances of a decision. They share over five decades of experience with personal financial planning and investment management.

Gradient Capital Advisors revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Senior

Employees by Department

Gradient Capital Advisors has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Gradient Capital Advisors has never raised funding before.

Gradient Capital Advisors Tech Stack

Discover the technologies and tools that power Gradient Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Material Design Lite

UI frameworks

Leaflet

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Nginx

Reverse proxies

Frequently asked questions

Gradient Capital Advisors is located in San Diego, California, US.

You can reach Gradient Capital Advisors at +16192550700.

Gradient Capital Advisors was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Gradient Capital Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.