|
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| Gebhardt Group Inc
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| |
|---|---|
| CRD # | 142903 |
| SEC # | 801-80379 |
| CIK # | |
| AUM | $268.9 MM (2024-05-03) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Phone | 925-283-9150 |
| Address | 3390 Mt Diablo Boulevard Lafayette, CA 94549 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 79.9 |
| (b) Individuals (high net worth individuals) | 78 | 164.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 24.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 763 | 268.9 |
| By Discretionary | ||
| Discretionary | 636 | 218.1 |
| Non-Discretionary | 127 | 50.8 |
| Total | 763 | 268.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 268.7 | |
| Total | 763 | 268.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kevin M Gibney and Company LLC
✚
|
NJ | 0.3 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.3 |
|
ITS Asset Management LP
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|
PA | 0.3 |
|
Access Financial Group Inc
✚
|
IL | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Fields Gottscho Capital Management LLC
✚
|
NY | 0.3 |
|
USA Financial Securities Corporation
✚
|
MI | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
Callahan Wealth Advisory LLC
✚
|
FL | 0.3 |
|
Buska Wealth Management LLC
✚
|
WI | 0.3 |