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Building 2GEMMER ASSET MANAGEMENT LLC

Map pinWALNUT CREEK, CA
Phone925-933-3786
NotebookSEC #801-56517
Total AUM
$2.4B
Employees
16
Clients
1,285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1655 NORTH MAIN ST
SUITE 360
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
925-933-3786
Other Offices
2

ReceiptFinancials

Total AUM
$2.4B
Accounts
3,787
Discretionary
$2.4B
Accounts
3,787
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
711
AUM
$292.9M
HNW Individual Clients
559
AUM
$2B
Pension/Profit Sharing Plan Clients
3
AUM
$2.7M
Charitable Organization Clients
4
AUM
$13.9M
Investment Advisor Clients
1
AUM
$21.3M
Corporation or Business Clients
7
AUM
$11.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACODCFLGAHIIDLAMAMDMTNCNVNYOHORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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