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Building 2GEBHARDT GROUP, INC

Map pinLAFAYETTE, CA
Phone925-283-9150
NotebookSEC #801-67790
Total AUM
$75.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3470 MT. DIABLO BOULEVARD
SUITE A210
LAFAYETTE
CA 94549
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
925-283-9150

ReceiptFinancials

Total AUM
$75.5M
Accounts
445
Discretionary
$43.3M
Accounts
228
Non-Discretionary
$32.2M
Accounts
217

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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