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⚲
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| Gasber Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 157329 |
| SEC # | 801-72295 |
| CIK # | |
| AUM | $247.3 MM (2024-02-15) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 916-985-2594 |
| Address | 81 Blue Ravine Road Folsom, CA 95630-4157 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 143.9 |
| (b) Individuals (high net worth individuals) | 35 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 247.3 |
| By Discretionary | ||
| Discretionary | 351 | 141.4 |
| Non-Discretionary | 26 | 105.9 |
| Total | 377 | 247.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 247.1 | |
| Total | 377 | 247.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NWM Advisors LLC
✚
|
CA | 0.2 |
|
Tallwoods Partners LLC
✚
|
IL | 0.2 |
|
Focus Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Optima Capital LLC
✚
|
OR | 0.2 |
|
Windward Private Wealth Management Inc
✚
|
KS | 0.2 |
|
Mai Inc
✚
|
KY | 0.2 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.2 |
|
MPI Wealth Management LLC
✚
|
IL | 0.2 |
|
AJ Advisors LLC
✚
|
TN | 0.2 |
|
Coombe Bender & Company LLC
✚
|
NY | 0.2 |