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Building 2GEBHARDT GROUP, INC

Map pinLAFAYETTE, CA
Phone925-283-9150
NotebookSEC #801-80379
Total AUM
$346.4M
Employees
7
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3390 MT. DIABLO BOULEVARD
SUITE 250
LAFAYETTE
CA 94549
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
925-283-9150
Other Offices
1

ReceiptFinancials

Total AUM
$346.4M
Accounts
807
Discretionary
$345M
Accounts
776
Non-Discretionary
$1.4M
Accounts
31

ContactClients

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Individual Clients
129
AUM
$44.2M
HNW Individual Clients
96
AUM
$277.6M
Pension/Profit Sharing Plan Clients
7
AUM
$24.6M

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
AZCANVNY

HandshakeAffiliates

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

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