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Building 2GERBER, LLC

Map pinCOLUMBUS, OH
Phone614-431-4343
NotebookSEC #801-68731
Total AUM
$592.1M
Employees
17
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
580 N FOURTH STREET
SUITE 400
COLUMBUS
OH 43215
United States
Operating Hours
8AM-4:30PM
Monday - Friday
Phone
614-431-4343

ReceiptFinancials

Total AUM
$592.1M
Accounts
944
Discretionary
$592.1M
Accounts
944
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
69
AUM
$14.9M
HNW Individual Clients
151
AUM
$569.1M
Charitable Organization Clients
1
AUM
$44.7K
Corporation or Business Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHTX

HandshakeAffiliates

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

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