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GASBER FINANCIAL ADVISORS, INC

81 Blue Ravine Road
Suite 250
Folsom, California 95630-4157
Tel: 916-985-2594

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About GASBER FINANCIAL ADVISORS, INC

GASBER FINANCIAL ADVISORS, INC, formally registered with the SEC as GASBER FINANCIAL ADVISORS, INC. The firm was established in 04/27/2011. They have over 1 offices throughout the country.

GASBER FINANCIAL ADVISORS, INC is a Folsom, California based Financial Planning firm with nearly $159,881,787 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157329
SEC#801-72295
Assets Managed by Firm$159,881,787
No. of Clients377
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total377$159,881,787
Individuals (other than high net worth individuals)95$35,169,509
High net worth individuals38$116,457,165
Pension and profit sharing plans4$8,255,113

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