Overview
Assets Under Management: $269 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Frequently Asked Questions
GEBHARDT GROUP, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142903), GEBHARDT GROUP, INC is subject to fiduciary duty under federal law.
GEBHARDT GROUP, INC is headquartered in LAFAYETTE, CA.
GEBHARDT GROUP, INC serves 83 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, GEBHARDT GROUP, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GEBHARDT GROUP, INC manages $269 million in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, GEBHARDT GROUP, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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