81 Blue Ravine Road
Suite 250
Folsom, California 95630-4157
Tel: 916-985-2594
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157329 |
SEC# | 801-72295 |
Assets Managed by Firm | $159,881,787 |
No. of Clients | 377 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 377 | $159,881,787 |
Individuals (other than high net worth individuals) | 95 | $35,169,509 |
High net worth individuals | 38 | $116,457,165 |
Pension and profit sharing plans | 4 | $8,255,113 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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