|
⚲
|
| Gerber Kawasaki Inc
✚
|
|
|---|---|
| CRD # | 153649 |
| SEC # | 801-79339 |
| CIK # | |
| AUM | $4.1 B (2026-03-31) |
| Employees | 59 (61% Investors, 0% Brokers) |
| Phone | 310-399-6397 |
| Address | 2437 Main Street Santa Monica, CA 90405 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,719 | 2.2 |
| (b) Individuals (high net worth individuals) | 706 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 0.0 |
| (h) Charitable organizations | 51 | 0.0 |
| (i) State or municipal government entities | 6 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 104 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 20,094 | 4.1 |
| By Discretionary | ||
| Discretionary | 19,940 | 3.9 |
| Non-Discretionary | 154 | 0.2 |
| Total | 20,094 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 20,094 | 4.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IPG Investment Advisors LLC
✚
|
CA | 4.1 |
|
Founders Financial Securities LLC
✚
|
MD | 4.1 |
|
Archpoint Investors LLC
✚
|
FL | 4.1 |
|
Parkway Advisors LP
✚
|
TX | 4.1 |
|
Capital Generation Partners LLP
✚
|
4.1 | |
|
Finaccess Advisors LLC
✚
|
FL | 4.1 |
|
Performance Wealth Partners LLC
✚
|
IL | 4.1 |
|
Financial Advocates Investment Management
✚
|
WA | 4.1 |
|
Peregrine Capital Management LLC
✚
|
MN | 4.1 |
|
Money Concepts Capital Corp
✚
|
FL | 4.1 |