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Building 2GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

Map pinSANTA MONICA, CA
Phone310-399-6397
NotebookSEC #801-79339
Total AUM
$4.1B
Employees
59
Clients
9,624

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2437 MAIN STREET
SANTA MONICA
CA 90405
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
310-399-6397

ReceiptFinancials

Total AUM
$4.1B
Accounts
20,094
Discretionary
$3.9B
Accounts
19,940
Non-Discretionary
$166.2M
Accounts
154

ContactClients

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Individual Clients
8,719
AUM
$2.2B
HNW Individual Clients
706
AUM
$1.8B
Investment Company Clients
1
AUM
$4.2M
Pension/Profit Sharing Plan Clients
37
AUM
$17.8M
Charitable Organization Clients
51
AUM
$12M
Government Entity Clients
6
AUM
$4.5M
Corporation or Business Clients
104
AUM
$63.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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