Overview
Assets Under Management: $503 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 152
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.37
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 921
Discretionary Accounts: 909
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 120039
Last Filing Date: 2024-03-27 00:00:00
Website: https://gerberclarity.com