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| Happy Holidays!! thanks for using AUM13F!! |
| Gerber Kawasaki Inc
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| CRD # | 153649 |
| SEC # | 801-79339 |
| CIK # | |
| AUM | $3.2 B (2025-05-12) |
| Employees | 54 (61% Investors, 0% Brokers) |
| Phone | 310-399-6397 |
| Address | 2437 Main Street Santa Monica, CA 90405 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,171 | 1.4 |
| (b) Individuals (high net worth individuals) | 689 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.0 |
| (h) Charitable organizations | 51 | 0.0 |
| (i) State or municipal government entities | 5 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 92 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 17,238 | 3.2 |
| By Discretionary | ||
| Discretionary | 17,168 | 3.0 |
| Non-Discretionary | 70 | 0.2 |
| Total | 17,238 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 17,238 | 3.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ancora Family Wealth Advisors LLC
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|
OH | 3.2 |
|
The Welch Group LLC
✚
|
AL | 3.2 |
|
Diversify Advisory Services LLC
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|
UT | 3.2 |
|
Sound Shore Management Inc
✚
|
CT | 3.2 |
|
Ulrich Consulting and Investment Group LLC
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|
NM | 3.2 |
|
Pallas Capital Advisors LLC
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|
MA | 3.2 |
|
BOK Financial Private Wealth Inc
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|
CO | 3.2 |
|
Lion Street Advisors LLC
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|
TX | 3.2 |
|
East Capital Financial Services AB
✚
|
3.2 | |
|
R Squared BM LLC
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|
CA | 3.2 |