|
⚲
|
| Gasber Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 157329 |
| SEC # | 801-72295 |
| CIK # | |
| AUM | $139.5 MM (2023-03-09) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 916-985-2594 |
| Address | 81 Blue Ravine Road Folsom, CA 95630-4157 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 40.0 |
| (b) Individuals (high net worth individuals) | 37 | 93.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 139.5 |
| By Discretionary | ||
| Discretionary | 132 | 132.7 |
| Non-Discretionary | 2 | 6.8 |
| Total | 134 | 139.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.5 | |
| Total | 134 | 139.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Management Services Inc
✚
|
PA | 0.1 |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 0.1 |
|
D'Arcy Capital Management LLC
✚
|
CA | 0.1 |
|
Outfitter Financial LLC
✚
|
ME | 0.1 |
|
Banorte Asset Management Inc
✚
|
TX | 0.1 |
|
RFM Financial Solutions LLC
✚
|
MI | 0.1 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.1 |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.1 |
|
Define Financial LLC
✚
|
CA | 0.1 |
|
Independent Wealth Management LLC
✚
|
MI | 0.1 |