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Glenn Rank

Advisor at GSR Capital Management, Inc.

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GSR Capital Management, Inc. logo

Firm

GSR Capital Management, Inc.

Location

Redding, CA 96001

Credentials

Series 63, Series 65

Industry experience

24 years

About

Glenn Rank is the sole advisor at GSR Capital Management, Inc., an independent registered investment adviser based in Redding, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding GSR Capital Management in 2015, his earlier career background is not detailed. Outside of his advisory role, Glenn Rank serves as a church elder at Oak Grove Bible Fellowship, where he contributes to administration and long-term planning. GSR Capital Management manages approximately $73 million for about 120 clients, offering discretionary portfolio management, financial planning, and ERISA plan consulting. The firm’s investment approach combines technical, fundamental, and valuation analysis to create diversified portfolios and serves a diverse client base including individuals, corporate/business clients, municipal entities, and charitable organizations.

Client services

Based on GSR Capital Management, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on GSR Capital Management, Inc.

Wealth management

Fee options

Fixed

Generally $750 to $10,000 annually for ongoing consulting services

Percentage

$0 - $125,000: 1.25% $125,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.70% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.40%

Project-based

$250/hour for Employer-Sponsored ERISA Plan Consulting

Other

Account minimum: $250,000 Fee-only: Hourly rate $250; Flat fees $750 to $10,000; Plan asset percentage up to 1.00%

Location

760 Cypress Avenue, Suite 302

Redding, CA 96001

Most active in

California · Oregon · Texas · Washington

Work history

GSR Capital Management, Inc.

2015 - Present (11 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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