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Glenn Cunningham

Advisor at GC Asset Management

Updated today
GC Asset Management logo

Firm

GC Asset Management

Location

Temecula, CA 92590

Credentials

CFP®, Series 66

Industry experience

25 years

About

Glenn Cunningham is a CFP® with 25 years of industry experience and the sole advisor at GC Asset Management, which he founded in 2011. Prior to this, he founded and serves as president of Airoptions Aviation, LLC, a private air charter business. He also holds a leadership role as an action officer in the U.S. Marine Corps focused on military training support. GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a proprietary investment strategy that combines fundamental, technical, and market analysis, incorporating options, margin, and concentrated positions as part of active portfolio management and hedging.

Client services

Based on GC Asset Management

Financial planning Portfolio management

Expertise

Based on GC Asset Management

Active portfolio management Options & derivatives strategies Concentrated stock management

Occupation focus

Based on GC Asset Management

Executive

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $8,000,000: 0.80% annually $8,000,001+: 0.70% annually

Project-based

$200 per hour, negotiable depending on complexity

Performance-based

10% of gains for Qualified Clients; 20% total for gains 20% or more annually

Other

Account minimum: $500,000 (may be waived or reduced at Advisor's discretion)

Location

43537 Ridge Park Dr, Suite 100

Temecula, CA 92590

Most active in

California

Work history

GC Asset Management

2011 - Present (15 years)

Airoptions Aviation, LLC

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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