Overview
Assets Under Management: $269 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 763
Discretionary Accounts: 636
Non-Discretionary Accounts: 127
Regulatory Filings
CRD Number: 142903
Last Filing Date: 2024-05-03 00:00:00
Website: https://gebhardtgroupinc.com