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| Happy Holidays!! thanks for using AUM13F!! |
| Gasber Financial Advisors Inc
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| CRD # | 157329 |
| SEC # | 801-72295 |
| CIK # | |
| AUM | $159.9 M (2025-05-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 916-985-2594 |
| Address | 81 Blue Ravine Road Folsom, CA 95630-4157 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 35.2 |
| (b) Individuals (high net worth individuals) | 38 | 116.5 |
| (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 | 8.3 |
| (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 | 377 | 159.9 |
| By Discretionary | ||
| Discretionary | 355 | 151.8 |
| Non-Discretionary | 22 | 8.1 |
| Total | 377 | 159.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 159.7 | |
| Total | 377 | 159.9 |
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0.2 | |
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0.2 | |
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Embarcadero Financial Investment Advisory LLC
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DBK Financial Counsel LLC
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