Gabriel Fritz Burczyk

39 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth

Assembly Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

254 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$432.9M

Fee Structure

Minimum Investment:$500K

Location

319 Miller Avenue, Mill Valley, CA, 94941

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History

Regulatory History (1)

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Customer Dispute

May 2010

Denied

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Other Business Activities

Gabriel is a general partner of NVBG, LLC, a real estate entity created in 2016. He spends a few hours per week managing the lease.

Employment History

Current Registrations

Assembly Wealth

February 2004 - Present · 22 yrs

Previous Registrations

Prospera Financial Services, INC.Broker

June 2004 - August 2016 · 12 yrs 2 mos

The Investment Center, INC.

April 1994 - June 2004 · 10 yrs 2 mos

The Investment Center, INC.Broker

April 1994 - June 2004 · 10 yrs 2 mos

Dean Witter Reynolds INC.Broker

January 1994 - April 1994 · 3 mos

Prudential Securities IncorporatedBroker

November 1990 - January 1994 · 3 yrs 2 mos

The Stuart-James Company, IncorporatedBroker

August 1986 - November 1990 · 4 yrs 3 mos

State Registrations3 states

AZCATX

Advisor

Exams

No exam information available for this advisor.